WT Wealth Management’s Chevron CVX Stock Holding History

WT Wealth 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	–	Sell	-1,422	Closed	-$238K	–	152
2025 Q1	$238K	Sell	1,422 -365	-20%	-$57.1K	0.08%	111
2024 Q4	$259K	Buy	+1,787	New	+$274K	0.08%	113
2023 Q4	–	Sell	-8,673	Closed	-$1.46M	–	113
2023 Q3	$1.46M	Sell	8,673 -1,330	-13%	-$215K	0.63%	36
2023 Q2	$1.57M	Buy	+10,003	New	+$1.6M	0.65%	40

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WT Wealth Management's CVX Position: Q2 2025 in Review

WT Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,422 shares — an estimated $238K sold.

WT Wealth Management first reported a position in CVX in Q2 2023 and held it in 4 quarters. The position peaked at $1.57M in Q2 2023. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

WT Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
WT Wealth Management sold 1,422 Chevron shares in Q2 2025, an estimated $238K.
WT Wealth Management first reported a position in Chevron in Q2 2023 and held it in 4 quarters.
WT Wealth Management's Chevron position peaked at $1.57M in Q2 2023.
3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on WT Wealth Management's 13F filing for Q2 2025, filed 10 Sep 2025.