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Tyler-Stone Wealth Management’s Chevron CVX Stock Holding History

Tyler-Stone 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
Q2 		$836K Buy
5,839
+25
+0.4% +$3.52K 0.13% 146
2025
Q1 		$973K Buy
5,814
+434
+8% +$67.9K 0.17% 113
2024
Q4 		$779K Buy
5,380
+1,209
+29% +$185K 0.14% 133
2024
Q3 		$614K Buy
4,171
+2,397
+135% +$357K 0.12% 160
2024
Q2 		$278K Sell
1,774
-100
-5% -$15.9K 0.11% 154
2024
Q1 		$296K Sell
1,874
-60
-3% -$9.05K 0.13% 149
2023
Q4 		$288K Buy
1,934
+10
+0.5% +$1.51K 0.14% 140
2023
Q3 		$324K Sell
1,924
-70
-4% -$11.3K 0.18% 108
2023
Q2 		$314K Buy
+1,994
New +$320K 0.18% 115
2022
Q4 		$293K Sell
1,632
-915
-36% -$160K 0.2% 114
2022
Q3 		$366K Hold
2,547
– – 0.28% 76
2022
Q2 		$369K Buy
2,547
+279
+12% +$46.1K 0.25% 84
2022
Q1 		$369K Buy
2,268
+14
+0.6% +$2.01K 0.2% 106
2021
Q4 		$265K Buy
+2,254
New +$256K 0.14% 152

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Tyler-Stone Wealth Management's CVX Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Chevron (CVX) stake by 0.43% in Q2 2025, buying an estimated $3.52K and bringing the position to 5,839 shares worth $836K. The position accounts for 0.13% of the portfolio, ranked #146.

Tyler-Stone Wealth Management first reported a position in CVX in Q4 2021 and has held it in 14 quarters since. The position peaked at $973K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Tyler-Stone Wealth Management held 5,839 shares of Chevron worth $836K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 25 Chevron shares in Q2 2025, an estimated $3.52K.
  • Chevron made up 0.13% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #146 holding.
  • Tyler-Stone Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Chevron position peaked at $973K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.