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Apexium Financial’s Chevron CVX Stock Holding History

Apexium Financial’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 		$2.49M Sell
16,011
-333
-2% -$51.6K 0.12% 82
2025
Q2 		$2.34M Sell
16,344
-2,457
-13% -$346K 0.12% 80
2025
Q1 		$3.15M Buy
18,801
+3,142
+20% +$492K 0.19% 59
2024
Q4 		$2.27M Buy
15,659
+7,527
+93% +$1.15M 0.14% 69
2024
Q3 		$1.2M Buy
8,132
+819
+11% +$122K 0.08% 86
2024
Q2 		$1.14M Buy
7,313
+77
+1% +$12.3K 0.08% 85
2024
Q1 		$1.14M Sell
7,236
-17,227
-70% -$2.6M 0.09% 84
2023
Q4 		$3.65M Buy
24,463
+18,525
+312% +$2.8M 0.26% 52
2023
Q3 		$1M Buy
5,938
+34
+0.6% +$5.49K 0.1% 83
2023
Q2 		$929K Buy
5,904
+539
+10% +$86.4K 0.08% 89
2023
Q1 		$875K Sell
5,365
-79
-1% -$13.2K 0.09% 91
2022
Q4 		$977K Buy
5,444
+443
+9% +$77.3K 0.1% 80
2022
Q3 		$719K Buy
+5,001
New +$763K 0.09% 94

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

Apexium Financial's CVX Position: Q3 2025 in Review

Apexium Financial reduced its Chevron (CVX) stake by 2% in Q3 2025, selling an estimated $51.6K and leaving 16,011 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #82.

Apexium Financial first reported a position in CVX in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.65M in Q4 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Apexium Financial held 16,011 shares of Chevron worth $2.49M as of Q3 2025.
  • Apexium Financial sold 333 Chevron shares in Q3 2025, an estimated $51.6K.
  • Chevron made up 0.12% of Apexium Financial's portfolio in Q3 2025, its #82 holding.
  • Apexium Financial first reported a position in Chevron in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Chevron position peaked at $3.65M in Q4 2023.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.