B&D White Capital Company’s Chevron CVX Stock Holding History

B&D White Capital Company’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	–	Sell	-3,000	Closed	-$430K	–	77
2025 Q2	$430K	Buy	+3,000	New	+$423K	0.07%	66
2024 Q4	–	Sell	-87,375	Closed	-$12.9M	–	72
2024 Q3	$12.9M	Buy	+87,375	New	+$13M	2.22%	10
2024 Q2	–	Sell	-1,400	Closed	-$221K	–	48
2024 Q1	$221K	Sell	1,400 -26,700	-95%	-$4.03M	0.05%	53
2023 Q4	$4.19M	Buy	+28,100	New	+$4.25M	1.3%	18
2021 Q1	–	Sell	-45	Closed	-$3K	–	54
2020 Q4	$3K	Buy	+45	New	+$3.64K	﹤0.01%	77

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

B&D White Capital Company's CVX Position: Q3 2025 in Review

B&D White Capital Company sold out of Chevron (CVX) in Q3 2025, closing a stake of 3,000 shares — an estimated $430K sold.

B&D White Capital Company first reported a position in CVX in Q4 2020 and held it in 5 quarters. The position peaked at $12.9M in Q3 2024. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

B&D White Capital Company reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
B&D White Capital Company sold 3,000 Chevron shares in Q3 2025, an estimated $430K.
B&D White Capital Company first reported a position in Chevron in Q4 2020 and held it in 5 quarters.
B&D White Capital Company's Chevron position peaked at $12.9M in Q3 2024.
3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.