Wade Financial Advisory’s Chevron CVX Stock Holding History

Wade Financial Advisory’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 Q1	$235K	Sell	1,406 -47	-3%	-$7.36K	0.08%	73
2024 Q4	$210K	Hold	1,453	–	–	0.07%	75
2024 Q3	$214K	Hold	1,453	–	–	0.07%	79
2024 Q2	$227K	Hold	1,453	–	–	0.08%	75
2024 Q1	$229K	Buy	+1,453	New	+$219K	0.08%	75
2023 Q4	–	Sell	-1,453	Closed	-$245K	–	76
2023 Q3	$245K	Hold	1,453	–	–	0.1%	67
2023 Q2	$229K	Hold	1,453	–	–	0.09%	72
2023 Q1	$237K	Hold	1,453	–	–	0.1%	71
2022 Q4	$261K	Buy	+1,453	New	+$254K	0.12%	72
2022 Q2	–	Sell	-1,442	Closed	-$235K	–	75
2022 Q1	$235K	Buy	+1,442	New	+$207K	0.1%	76

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wade Financial Advisory's CVX Position: Q1 2025 in Review

Wade Financial Advisory reduced its Chevron (CVX) stake by 3.2% in Q1 2025, selling an estimated $7.36K and leaving 1,406 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #73.

Wade Financial Advisory first reported a position in CVX in Q1 2022 and has held it in 10 quarters since. The position peaked at $261K in Q4 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Wade Financial Advisory held 1,406 shares of Chevron worth $235K as of Q1 2025.
Wade Financial Advisory sold 47 Chevron shares in Q1 2025, an estimated $7.36K.
Chevron made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #73 holding.
Wade Financial Advisory first reported a position in Chevron in Q1 2022 and has held it in 10 quarters since.
Wade Financial Advisory's Chevron position peaked at $261K in Q4 2022.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.