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Adero Partners’s Chevron CVX Stock Holding History

Adero Partners’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 		$1.07M Buy
6,377
+1,177
+23% +$184K 0.07% 85
2024
Q4 		$753K Buy
5,200
+426
+9% +$65.2K 0.05% 99
2024
Q3 		$703K Sell
4,774
-16
-0.3% -$2.38K 0.05% 104
2024
Q2 		$749K Buy
4,790
+238
+5% +$38K 0.05% 94
2024
Q1 		$718K Buy
4,552
+36
+0.8% +$5.43K 0.05% 92
2023
Q4 		$674K Buy
4,516
+33
+0.7% +$4.99K 0.06% 91
2023
Q3 		$756K Buy
4,483
+8
+0.2% +$1.29K 0.07% 84
2023
Q2 		$704K Sell
4,475
-35
-0.8% -$5.61K 0.07% 85
2023
Q1 		$736K Buy
4,510
+1,057
+31% +$177K 0.08% 80
2022
Q4 		$620K Buy
3,453
+176
+5% +$30.7K 0.07% 89
2022
Q3 		$567K Buy
3,277
+410
+14% +$62.5K 0.07% 90
2022
Q2 		$396K Buy
2,867
+127
+5% +$21K 0.06% 100
2022
Q1 		$446K Sell
2,740
-137
-5% -$19.6K 0.07% 98
2021
Q4 		$338K Sell
2,877
-51
-2% -$5.79K 0.06% 127
2021
Q3 		$297K Buy
2,928
+25
+0.9% +$2.49K 0.05% 122
2021
Q2 		$304K Buy
2,903
+108
+4% +$11.4K 0.07% 109
2021
Q1 		$293K Buy
+2,795
New +$273K 0.13% 94
2020
Q4 		– Sell
-2,881
Closed -$207K – 86
2020
Q3 		$207K Hold
2,881
– – 0.17% 80
2020
Q2 		$257K Sell
2,881
-323
-10% -$28.9K 0.27% 60
2020
Q1 		$232K Sell
3,204
-79
-2% -$7.81K 0.38% 60
2019
Q4 		$396K Buy
+3,283
New +$387K 0.44% 49

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

Adero Partners's CVX Position: Q1 2025 in Review

Adero Partners increased its Chevron (CVX) stake by 23% in Q1 2025, buying an estimated $184K and bringing the position to 6,377 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #85.

Adero Partners first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Adero Partners held 6,377 shares of Chevron worth $1.07M as of Q1 2025.
  • Adero Partners bought 1,177 Chevron shares in Q1 2025, an estimated $184K.
  • Chevron made up 0.07% of Adero Partners's portfolio in Q1 2025, its #85 holding.
  • Adero Partners first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.