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USAdvisors Wealth Management’s Chevron CVX Stock Holding History

USAdvisors 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 		– Sell
-1,279
Closed -$214K – 137
2025
Q1 		$214K Buy
+1,279
New +$200K 0.07% 129
2018
Q3 		– Sell
-1,583
Closed -$200K – 68
2018
Q2 		$200K Buy
+1,583
New +$197K 0.15% 62

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

USAdvisors Wealth Management's CVX Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,279 shares — an estimated $214K sold.

USAdvisors Wealth Management first reported a position in CVX in Q2 2018 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,279 Chevron shares in Q2 2025, an estimated $214K.
  • USAdvisors Wealth Management first reported a position in Chevron in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's Chevron position peaked at $214K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.