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Angeles Investment Advisors’s Chevron CVX Stock Holding History

Angeles Investment 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 		– Sell
-6,558
Closed -$950K – 80
2024
Q4 		$950K Sell
6,558
-293
-4% -$44.8K 0.05% 49
2024
Q3 		$1.01M Buy
6,851
+82
+1% +$12.2K 0.05% 46
2024
Q2 		$1.06M Sell
6,769
-918
-12% -$146K 0.05% 46
2024
Q1 		$1.21M Buy
7,687
+1,039
+16% +$157K 0.06% 39
2023
Q4 		$992K Buy
6,648
+169
+3% +$25.6K 0.06% 40
2023
Q3 		$1.09M Sell
6,479
-378
-6% -$61.1K 0.09% 32
2023
Q2 		$1.08M Sell
6,857
-126
-2% -$20.2K 0.09% 30
2023
Q1 		$1.14M Buy
6,983
+3,731
+115% +$626K 0.09% 27
2022
Q4 		$584K Buy
+3,252
New +$567K 0.05% 29
2022
Q3 		– Sell
-2,980
Closed -$431K – 67
2022
Q2 		$431K Sell
2,980
-635
-18% -$105K 0.04% 42
2022
Q1 		$589K Sell
3,615
-2,452
-40% -$352K 0.04% 36
2021
Q4 		$712K Buy
6,067
+1,090
+22% +$124K 0.04% 96
2021
Q3 		$505K Buy
+4,977
New +$496K 0.03% 105
2020
Q1 		– Sell
-3,921
Closed -$473K – 94
2019
Q4 		$473K Buy
+3,921
New +$462K 0.1% 54
2019
Q3 		– Sell
-2,442
Closed -$304K – 81
2019
Q2 		$304K Buy
2,442
+142
+6% +$17.2K 0.07% 52
2019
Q1 		$283K Buy
+2,300
New +$272K 0.27% 37

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

Angeles Investment Advisors's CVX Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 6,558 shares — an estimated $950K sold.

Angeles Investment Advisors first reported a position in CVX in Q1 2019 and held it in 16 quarters. The position peaked at $1.21M in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 6,558 Chevron shares in Q1 2025, an estimated $950K.
  • Angeles Investment Advisors first reported a position in Chevron in Q1 2019 and held it in 16 quarters.
  • Angeles Investment Advisors's Chevron position peaked at $1.21M in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.