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Towerpoint Wealth’s Chevron CVX Stock Holding History

Towerpoint Wealth’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
Q3 		– Sell
-1,825
Closed -$261K – 89
2025
Q2 		$261K Buy
+1,825
New +$257K 0.12% 79
2022
Q3 		– Sell
-1,417
Closed -$205K – 84
2022
Q2 		$205K Buy
1,417
+13
+0.9% +$2.15K 0.12% 83
2022
Q1 		$229K Buy
+1,404
New +$201K 0.11% 78
2021
Q4 		– Sell
-2,400
Closed -$243K – 85
2021
Q3 		$243K Buy
2,400
+379
+19% +$37.8K 0.12% 70
2021
Q2 		$212K Sell
2,021
-915
-31% -$96.6K 0.11% 73
2021
Q1 		$308K Sell
2,936
-178
-6% -$17.4K 0.15% 60
2020
Q4 		$263K Sell
3,114
-250
-7% -$20.2K 0.13% 58
2020
Q3 		$242K Sell
3,364
-476
-12% -$40K 0.13% 53
2020
Q2 		$343K Sell
3,840
-200
-5% -$17.9K 0.21% 44
2020
Q1 		$293K Sell
4,040
-4,223
-51% -$417K 0.23% 43
2019
Q4 		$996K Sell
8,263
-4,844
-37% -$571K 0.66% 24
2019
Q3 		$1.55M Sell
13,107
-300
-2% -$36.4K 1.06% 22
2019
Q2 		$1.65M Sell
13,407
-1,215
-8% -$147K 1.16% 20
2019
Q1 		$1.8M Sell
14,622
-465
-3% -$55K 1.26% 20
2018
Q4 		$1.64M Buy
+15,087
New +$1.75M 1.32% 20

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Towerpoint Wealth's CVX Position: Q3 2025 in Review

Towerpoint Wealth sold out of Chevron (CVX) in Q3 2025, closing a stake of 1,825 shares — an estimated $261K sold.

Towerpoint Wealth first reported a position in CVX in Q4 2018 and held it in 15 quarters. The position peaked at $1.8M in Q1 2019. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Towerpoint Wealth reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Towerpoint Wealth sold 1,825 Chevron shares in Q3 2025, an estimated $261K.
  • Towerpoint Wealth first reported a position in Chevron in Q4 2018 and held it in 15 quarters.
  • Towerpoint Wealth's Chevron position peaked at $1.8M in Q1 2019.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Towerpoint Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.