Strategic Wealth Investment Group’s Chevron CVX Stock Holding History

Strategic Wealth Investment Group’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 Q4	–	Sell	-1,730	Closed	-$269K	–	104
2025 Q3	$269K	Buy	+1,730	New	+$268K	0.02%	110
2025 Q1	–	Sell	-1,609	Closed	-$233K	–	64
2024 Q4	$233K	Sell	1,609 -15	-0.9%	-$2.3K	0.03%	125
2024 Q3	$243K	Sell	1,624 -423	-21%	-$63K	0.03%	121
2024 Q2	$320K	Buy	+2,047	New	+$326K	0.04%	104
2023 Q4	$371K	Buy	2,490 +294	+13%	+$44.5K	0.06%	93
2023 Q3	$370K	Buy	2,196 +162	+8%	+$26.2K	0.07%	78
2023 Q2	$320K	Buy	2,034 +548	+37%	+$87.9K	0.05%	99
2023 Q1	$242K	Buy	1,486 +261	+21%	+$43.8K	0.05%	114
2022 Q4	$217K	Buy	+1,225	New	+$214K	0.05%	111

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Strategic Wealth Investment Group's CVX Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,730 shares — an estimated $269K sold.

Strategic Wealth Investment Group first reported a position in CVX in Q4 2022 and held it in 9 quarters. The position peaked at $371K in Q4 2023. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Strategic Wealth Investment Group reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 1,730 Chevron shares in Q4 2025, an estimated $269K.
Strategic Wealth Investment Group first reported a position in Chevron in Q4 2022 and held it in 9 quarters.
Strategic Wealth Investment Group's Chevron position peaked at $371K in Q4 2023.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.