SFWC
CVX icon

Strategic Family Wealth Counselors’s Chevron CVX Stock Holding History

Strategic Family Wealth Counselors’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
Q2 		– Sell
-1,703
Closed -$285K – 148
2025
Q1 		$285K Buy
1,703
+292
+21% +$45.7K 0.09% 117
2024
Q4 		$204K Buy
+1,411
New +$216K 0.07% 130

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Family Wealth Counselors's CVX Position: Q2 2025 in Review

Strategic Family Wealth Counselors sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,703 shares — an estimated $285K sold.

Strategic Family Wealth Counselors first reported a position in CVX in Q4 2024 and held it in 2 quarters. The position peaked at $285K in Q1 2025. 3,700 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Strategic Family Wealth Counselors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,703 Chevron shares in Q2 2025, an estimated $285K.
  • Strategic Family Wealth Counselors first reported a position in Chevron in Q4 2024 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Chevron position peaked at $285K in Q1 2025.
  • 3,700 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2025, filed 13 Aug 2025.