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Wela Strategies’s Chevron CVX Stock Holding History

Wela Strategies’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 		$803K Buy
5,168
+39
+0.8% +$6.04K 0.3% 25
2025
Q2 		$734K Buy
5,129
+325
+7% +$45.8K 0.29% 26
2025
Q1 		$804K Buy
+4,804
New +$752K 0.34% 23
2024
Q4 		– Sell
-3,777
Closed -$556K – 60
2024
Q3 		$556K Buy
3,777
+391
+12% +$58.2K 0.24% 26
2024
Q2 		$530K Buy
3,386
+67
+2% +$10.7K 0.25% 31
2024
Q1 		$524K Buy
3,319
+86
+3% +$13K 0.25% 30
2023
Q4 		$482K Buy
3,233
+283
+10% +$42.8K 0.26% 32
2023
Q3 		$497K Sell
2,950
-47
-2% -$7.59K 0.3% 29
2023
Q2 		$472K Buy
2,997
+4
+0.1% +$641 0.36% 26
2023
Q1 		$488K Buy
2,993
+521
+21% +$87.3K 0.26% 29
2022
Q4 		$444K Buy
2,472
+142
+6% +$24.8K 0.25% 29
2022
Q3 		$335K Buy
2,330
+177
+8% +$27K 0.23% 30
2022
Q2 		$312K Sell
2,153
-5
-0.2% -$827 0.18% 32
2022
Q1 		$351K Buy
+2,158
New +$309K 0.18% 32

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

Wela Strategies's CVX Position: Q3 2025 in Review

Wela Strategies increased its Chevron (CVX) stake by 0.76% in Q3 2025, buying an estimated $6.04K and bringing the position to 5,168 shares worth $803K. The position accounts for 0.3% of the portfolio, ranked #25.

Wela Strategies first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. The position peaked at $804K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Wela Strategies held 5,168 shares of Chevron worth $803K as of Q3 2025.
  • Wela Strategies bought 39 Chevron shares in Q3 2025, an estimated $6.04K.
  • Chevron made up 0.3% of Wela Strategies's portfolio in Q3 2025, its #25 holding.
  • Wela Strategies first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
  • Wela Strategies's Chevron position peaked at $804K in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.