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WFA Asset Management’s Chevron CVX Stock Holding History

WFA Asset 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
Q3 		$802K Buy
5,449
+63
+1% +$9.76K 0.44% 21
2025
Q2 		$842K Buy
5,386
+55
+1% +$7.75K 0.48% 21
2025
Q1 		$841K Sell
5,331
-173
-3% -$27.1K 0.44% 23
2024
Q4 		$797K Buy
5,504
+55
+1% +$8.42K 0.43% 21
2024
Q3 		$802K Buy
5,449
+63
+1% +$9.38K 0.44% 21
2024
Q2 		$842K Buy
5,386
+55
+1% +$8.77K 0.48% 21
2024
Q1 		$841K Sell
5,331
-288
-5% -$43.5K 0.44% 23
2023
Q4 		$838K Buy
5,619
+58
+1% +$8.77K 0.46% 20
2023
Q3 		$938K Buy
5,561
+328
+6% +$53K 0.56% 19
2023
Q2 		$823K Sell
5,233
-208
-4% -$33.3K 0.49% 21
2023
Q1 		$888K Buy
5,441
+49
+0.9% +$8.21K 0.54% 20
2022
Q4 		$968K Buy
5,392
+162
+3% +$28.3K 0.64% 20
2022
Q3 		$751K Sell
5,230
-28
-0.5% -$4.27K 0.54% 18
2022
Q2 		$761K Buy
5,258
+45
+0.9% +$7.44K 0.53% 17
2022
Q1 		$849K Buy
5,213
+42
+0.8% +$6.02K 0.56% 16
2021
Q4 		$607K Buy
+5,171
New +$587K 0.4% 19

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

WFA Asset Management's CVX Position: Q3 2025 in Review

WFA Asset Management increased its Chevron (CVX) stake by 1.2% in Q3 2025, buying an estimated $9.76K and bringing the position to 5,449 shares worth $802K. The position accounts for 0.44% of the portfolio, ranked #21.

WFA Asset Management first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $968K in Q4 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • WFA Asset Management held 5,449 shares of Chevron worth $802K as of Q3 2025.
  • WFA Asset Management bought 63 Chevron shares in Q3 2025, an estimated $9.76K.
  • Chevron made up 0.44% of WFA Asset Management's portfolio in Q3 2025, its #21 holding.
  • WFA Asset Management first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Chevron position peaked at $968K in Q4 2022.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.