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Warther Private Wealth’s Chevron CVX Stock Holding History

Warther Private 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
-2,365
Closed -$339K – 53
2025
Q2 		$339K Sell
2,365
-370
-14% -$52.2K 0.09% 46
2025
Q1 		$458K Buy
2,735
+46
+2% +$7.2K 0.15% 43
2024
Q4 		$389K Buy
2,689
+83
+3% +$12.7K 0.13% 51
2024
Q3 		$384K Sell
2,606
-900
-26% -$134K 0.13% 57
2024
Q2 		$548K Buy
3,506
+700
+25% +$112K 0.21% 42
2024
Q1 		$443K Sell
2,806
-1,293
-32% -$195K 0.2% 39
2023
Q4 		$611K Sell
4,099
-2,290
-36% -$346K 0.34% 32
2023
Q3 		$1.08M Sell
6,389
-2,116
-25% -$342K 0.72% 34
2023
Q2 		$1.34M Sell
8,505
-182
-2% -$29.2K 0.91% 27
2023
Q1 		$1.42M Buy
8,687
+116
+1% +$19.4K 1.08% 25
2022
Q4 		$1.54M Sell
8,571
-1,505
-15% -$263K 1.15% 27
2022
Q3 		$1.45M Buy
10,076
+444
+5% +$67.7K 1.15% 26
2022
Q2 		$1.41M Buy
9,632
+204
+2% +$33.7K 1.03% 30
2022
Q1 		$1.55M Buy
9,428
+1,426
+18% +$205K 1.01% 28
2021
Q4 		$954K Buy
8,002
+2,121
+36% +$241K 0.71% 39
2021
Q3 		$614K Buy
5,881
+3,616
+160% +$361K 0.55% 49
2021
Q2 		$241K Buy
+2,265
New +$239K 0.23% 98

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

Warther Private Wealth's CVX Position: Q3 2025 in Review

Warther Private Wealth sold out of Chevron (CVX) in Q3 2025, closing a stake of 2,365 shares — an estimated $339K sold.

Warther Private Wealth first reported a position in CVX in Q2 2021 and held it in 17 quarters. The position peaked at $1.55M in Q1 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Warther Private Wealth reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Warther Private Wealth sold 2,365 Chevron shares in Q3 2025, an estimated $339K.
  • Warther Private Wealth first reported a position in Chevron in Q2 2021 and held it in 17 quarters.
  • Warther Private Wealth's Chevron position peaked at $1.55M in Q1 2022.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Warther Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.