Wellington Capital Management’s Chevron CVX Stock Holding History

Wellington Capital Management’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	$590K	Buy	+4,917	New	+$693K	0.88%	36

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Capital Management's CVX Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Chevron (CVX) in Q2 2025: 4,917 shares worth $590K. The stake represents 0.88% of the portfolio and ranks #36 among its holdings.

3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Wellington Capital Management held 4,917 shares of Chevron worth $590K as of Q2 2025.
Chevron was a new Wellington Capital Management position in Q2 2025.
Chevron made up 0.88% of Wellington Capital Management's portfolio in Q2 2025, its #36 holding.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.