SPWM
CVX icon

Straight Path Wealth Management’s Chevron CVX Stock Holding History

Straight Path Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,044
Closed -$441K – 111
2024
Q4 		$441K Hold
3,044
– – 0.17% 57
2024
Q3 		$448K Buy
3,044
+62
+2% +$9.23K 0.19% 50
2024
Q2 		$466K Sell
2,982
-1
-0% -$159 0.24% 45
2024
Q1 		$470K Buy
2,983
+192
+7% +$29K 0.26% 46
2023
Q4 		$416K Buy
2,791
+170
+6% +$25.7K 0.24% 50
2023
Q3 		$442K Buy
2,621
+100
+4% +$16.2K 0.3% 45
2023
Q2 		$397K Buy
2,521
+514
+26% +$82.4K 0.27% 47
2023
Q1 		$327K Buy
2,007
+7
+0.4% +$1.17K 0.26% 50
2022
Q4 		$359K Hold
2,000
– – 0.34% 43
2022
Q3 		$287K Hold
2,000
– – 0.26% 56
2022
Q2 		$290K Hold
2,000
– – 0.28% 50
2022
Q1 		$326K Hold
2,000
– – 0.28% 47
2021
Q4 		$235K Buy
+2,000
New +$227K 0.2% 65

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Straight Path Wealth Management's CVX Position: Q1 2025 in Review

Straight Path Wealth Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 3,044 shares — an estimated $441K sold.

Straight Path Wealth Management first reported a position in CVX in Q4 2021 and held it in 13 quarters. The position peaked at $470K in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Straight Path Wealth Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 3,044 Chevron shares in Q1 2025, an estimated $441K.
  • Straight Path Wealth Management first reported a position in Chevron in Q4 2021 and held it in 13 quarters.
  • Straight Path Wealth Management's Chevron position peaked at $470K in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Straight Path Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.