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Axiom Financial Strategies’s Chevron CVX Stock Holding History

Axiom Financial Strategies’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
-1,750
Closed -$293K – 50
2025
Q1 		$293K Buy
1,750
+6
+0.3% +$939 0.17% 31
2024
Q4 		$253K Sell
1,744
-4
-0.2% -$612 0.14% 32
2024
Q3 		$257K Buy
+1,748
New +$260K 0.14% 36
2024
Q2 		– Sell
-1,601
Closed -$253K – 30
2024
Q1 		$253K Sell
1,601
-1
-0.1% -$151 0.16% 29
2023
Q4 		$239K Buy
+1,602
New +$242K 0.16% 31
2022
Q4 		– Sell
-6,857
Closed -$985K – 44
2022
Q3 		$985K Sell
6,857
-390
-5% -$59.5K 0.52% 29
2022
Q2 		$1.05M Sell
7,247
-88
-1% -$14.5K 0.55% 28
2022
Q1 		$1.16M Buy
7,335
+1,476
+25% +$212K 0.58% 30
2021
Q4 		$688K Sell
5,859
-84
-1% -$9.54K 0.31% 37
2021
Q3 		$603K Buy
5,943
+7
+0.1% +$698 0.28% 39
2021
Q2 		$622K Sell
5,936
-152
-2% -$16K 0.29% 36
2021
Q1 		$638K Sell
6,088
-202
-3% -$19.7K 0.31% 36
2020
Q4 		$453K Hold
6,290
– – 0.27% 41
2020
Q3 		$453K Sell
6,290
-131
-2% -$11K 0.27% 41
2020
Q2 		$573K Buy
6,421
+337
+6% +$30.2K 0.37% 35
2020
Q1 		$441K Buy
+6,084
New +$601K 0.36% 38

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Financial Strategies's CVX Position: Q2 2025 in Review

Axiom Financial Strategies sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,750 shares — an estimated $293K sold.

Axiom Financial Strategies first reported a position in CVX in Q1 2020 and held it in 16 quarters. The position peaked at $1.16M in Q1 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Axiom Financial Strategies reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,750 Chevron shares in Q2 2025, an estimated $293K.
  • Axiom Financial Strategies first reported a position in Chevron in Q1 2020 and held it in 16 quarters.
  • Axiom Financial Strategies's Chevron position peaked at $1.16M in Q1 2022.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.