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Watts Gwilliam & Co’s Chevron CVX Stock Holding History

Watts Gwilliam & Co’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 		$2.13M Hold
13,719
– – 0.34% 54
2025
Q2 		$2.18M Buy
13,719
+10,166
+286% +$1.43M 0.36% 55
2025
Q1 		$594K Buy
3,553
+339
+11% +$53.1K 0.13% 115
2024
Q4 		$481K Sell
3,214
-820
-20% -$126K 0.1% 128
2024
Q3 		$600K Buy
+4,034
New +$600K 0.13% 111
2024
Q1 		$458K Buy
+2,798
New +$422K 0.14% 116

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

Watts Gwilliam & Co's CVX Position: Q3 2025 in Review

Watts Gwilliam & Co held its Chevron (CVX) position steady in Q3 2025 at 13,719 shares worth $2.13M. The position accounts for 0.34% of the portfolio, ranked #54.

Watts Gwilliam & Co first reported a position in CVX in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Watts Gwilliam & Co held 13,719 shares of Chevron worth $2.13M as of Q3 2025.
  • Watts Gwilliam & Co left its Chevron share count unchanged in Q3 2025.
  • Chevron made up 0.34% of Watts Gwilliam & Co's portfolio in Q3 2025, its #54 holding.
  • Watts Gwilliam & Co first reported a position in Chevron in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Chevron position peaked at $2.18M in Q2 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.