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AHL Investment Management’s Chevron CVX Stock Holding History

AHL Investment 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 		$2.26M Sell
14,532
-1,205
-8% -$187K 1.54% 26
2025
Q2 		$2.25M Buy
15,737
+328
+2% +$46.2K 1.5% 27
2025
Q1 		$2.58M Sell
15,409
-205
-1% -$32.1K 1.78% 20
2024
Q4 		$2.26M Buy
15,614
+112
+0.7% +$17.1K 1.58% 23
2024
Q3 		$2.28M Buy
15,502
+60
+0.4% +$8.93K 1.57% 24
2024
Q2 		$2.42M Buy
15,442
+635
+4% +$101K 1.77% 21
2024
Q1 		$2.34M Buy
14,807
+878
+6% +$132K 1.79% 22
2023
Q4 		$2.08M Sell
13,929
-25
-0.2% -$3.78K 1.7% 25
2023
Q3 		$2.35M Sell
13,954
-55
-0.4% -$8.88K 2.1% 18
2023
Q2 		$2.2M Hold
14,009
– – 1.96% 20
2023
Q1 		$2.29M Sell
14,009
-300
-2% -$50.3K 2.11% 15
2022
Q4 		$2.57M Buy
14,309
+131
+0.9% +$22.9K 2.39% 16
2022
Q3 		$2.04M Buy
14,178
+1,514
+12% +$231K 2.1% 17
2022
Q2 		$1.83M Sell
12,664
-355
-3% -$58.7K 1.84% 23
2022
Q1 		$2.12M Sell
13,019
-1,415
-10% -$203K 1.94% 22
2021
Q4 		$1.69M Buy
+14,434
New +$1.64M 1.55% 23

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

AHL Investment Management's CVX Position: Q3 2025 in Review

AHL Investment Management reduced its Chevron (CVX) stake by 7.7% in Q3 2025, selling an estimated $187K and leaving 14,532 shares worth $2.26M. The position accounts for 1.54% of the portfolio, ranked #26.

AHL Investment Management first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.58M in Q1 2025. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • AHL Investment Management held 14,532 shares of Chevron worth $2.26M as of Q3 2025.
  • AHL Investment Management sold 1,205 Chevron shares in Q3 2025, an estimated $187K.
  • Chevron made up 1.54% of AHL Investment Management's portfolio in Q3 2025, its #26 holding.
  • AHL Investment Management first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Chevron position peaked at $2.58M in Q1 2025.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.