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Wealthstream Advisors’s Chevron CVX Stock Holding History

Wealthstream Advisors’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 		$321K Buy
2,069
+332
+19% +$51.4K 0.05% 121
2025
Q2 		$249K Sell
1,737
-12
-0.7% -$1.69K 0.04% 140
2025
Q1 		$293K Buy
1,749
+85
+5% +$13.3K 0.05% 117
2024
Q4 		$241K Buy
1,664
+70
+4% +$10.7K 0.04% 130
2024
Q3 		$235K Sell
1,594
-42
-3% -$6.25K 0.04% 133
2024
Q2 		$256K Buy
1,636
+19
+1% +$3.03K 0.09% 107
2024
Q1 		$255K Sell
1,617
-1,105
-41% -$167K 0.1% 110
2023
Q4 		$406K Buy
2,722
+981
+56% +$148K 0.17% 84
2023
Q3 		$294K Buy
1,741
+192
+12% +$31K 0.15% 77
2023
Q2 		$244K Buy
+1,549
New +$248K 0.13% 85

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

Wealthstream Advisors's CVX Position: Q3 2025 in Review

Wealthstream Advisors increased its Chevron (CVX) stake by 19% in Q3 2025, buying an estimated $51.4K and bringing the position to 2,069 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #121.

Wealthstream Advisors first reported a position in CVX in Q2 2023 and has held it in 10 quarters since. The position peaked at $406K in Q4 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Wealthstream Advisors held 2,069 shares of Chevron worth $321K as of Q3 2025.
  • Wealthstream Advisors bought 332 Chevron shares in Q3 2025, an estimated $51.4K.
  • Chevron made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #121 holding.
  • Wealthstream Advisors first reported a position in Chevron in Q2 2023 and has held it in 10 quarters since.
  • Wealthstream Advisors's Chevron position peaked at $406K in Q4 2023.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.