WGCA
CVX icon

Wolf Group Capital Advisors’s Chevron CVX Stock Holding History

Wolf Group Capital 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
Q1 		$231K Buy
+1,382
New +$216K 0.08% 152
2016
Q1 		– Sell
-58,735
Closed -$2.35M – 109
2015
Q4 		$2.35M Sell
58,735
-20,750
-26% -$1.87M 1.75% 18
2015
Q3 		$2.88M Sell
79,485
-1,350
-2% -$114K 2.31% 6
2015
Q2 		$3.16M Buy
+80,835
New +$8.49M 2.1% 8

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolf Group Capital Advisors's CVX Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Chevron (CVX) in Q1 2025: 1,382 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in CVX as recently as Q4 2015.

Wolf Group Capital Advisors first reported a position in CVX in Q2 2015 and has held it in 4 quarters since. The position peaked at $3.16M in Q2 2015. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Wolf Group Capital Advisors held 1,382 shares of Chevron worth $231K as of Q1 2025.
  • Chevron was a new Wolf Group Capital Advisors position in Q1 2025.
  • Chevron made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #152 holding.
  • Wolf Group Capital Advisors first reported a position in Chevron in Q2 2015 and has held it in 4 quarters since.
  • Wolf Group Capital Advisors's Chevron position peaked at $3.16M in Q2 2015.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.