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Wambolt & Associates’s Chevron CVX Stock Holding History

Wambolt & Associates’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 		$1.33M Sell
9,109
-691
-7% -$97.4K 0.45% 68
2025
Q1 		$1.65M Sell
9,800
-90
-0.9% -$14.1K 0.56% 63
2024
Q4 		$1.43M Sell
9,890
-2,099
-18% -$321K 0.46% 70
2024
Q3 		$1.79M Buy
11,989
+978
+9% +$146K 0.49% 71
2024
Q2 		$1.72M Buy
11,011
+660
+6% +$105K 0.5% 62
2024
Q1 		$1.65M Buy
10,351
+1,768
+21% +$267K 0.49% 69
2023
Q4 		$1.28M Buy
8,583
+628
+8% +$95K 0.42% 81
2023
Q3 		$1.32M Buy
7,955
+907
+13% +$146K 0.48% 69
2023
Q2 		$1.11M Buy
7,048
+760
+12% +$122K 0.39% 93
2023
Q1 		$1.07M Buy
6,288
+542
+9% +$90.9K 0.38% 100
2022
Q4 		$1.03M Buy
5,746
+833
+17% +$145K 0.4% 98
2022
Q3 		$706K Buy
4,913
+367
+8% +$56K 0.3% 116
2022
Q2 		$658K Buy
4,546
+1,633
+56% +$270K 0.26% 125
2022
Q1 		$478K Buy
2,913
+877
+43% +$126K 0.17% 157
2021
Q4 		$239K Buy
2,036
+15
+0.7% +$1.7K 0.09% 221
2021
Q3 		$211K Sell
2,021
-111
-5% -$11.1K 0.08% 231
2021
Q2 		$226K Buy
+2,132
New +$225K 0.1% 227
2020
Q1 		– Sell
-1,671
Closed -$201K – 162
2019
Q4 		$201K Buy
+1,671
New +$197K 0.15% 164
2019
Q3 		– Sell
-1,605
Closed -$200K – 160
2019
Q2 		$200K Buy
+1,605
New +$194K 0.17% 153

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

Wambolt & Associates's CVX Position: Q2 2025 in Review

Wambolt & Associates reduced its Chevron (CVX) stake by 7.1% in Q2 2025, selling an estimated $97.4K and leaving 9,109 shares worth $1.33M. The position accounts for 0.45% of the portfolio, ranked #68.

Wambolt & Associates first reported a position in CVX in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.79M in Q3 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Wambolt & Associates held 9,109 shares of Chevron worth $1.33M as of Q2 2025.
  • Wambolt & Associates sold 691 Chevron shares in Q2 2025, an estimated $97.4K.
  • Chevron made up 0.45% of Wambolt & Associates's portfolio in Q2 2025, its #68 holding.
  • Wambolt & Associates first reported a position in Chevron in Q2 2019 and has held it in 19 quarters since.
  • Wambolt & Associates's Chevron position peaked at $1.79M in Q3 2024.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.