Bayforest Capital’s Chevron CVX Stock Holding History

Bayforest Capital’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	-316	Closed	-$52.9K	–	779
2025 Q1	$52.9K	Buy	316 +146	+86%	+$22.9K	0.02%	560
2024 Q4	$24.6K	Buy	+170	New	+$26K	0.03%	558

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bayforest Capital's CVX Position: Q2 2025 in Review

Bayforest Capital sold out of Chevron (CVX) in Q2 2025, closing a stake of 316 shares — an estimated $52.9K sold.

Bayforest Capital first reported a position in CVX in Q4 2024 and held it in 2 quarters. The position peaked at $52.9K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Bayforest Capital reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Bayforest Capital sold 316 Chevron shares in Q2 2025, an estimated $52.9K.
Bayforest Capital first reported a position in Chevron in Q4 2024 and held it in 2 quarters.
Bayforest Capital's Chevron position peaked at $52.9K in Q1 2025.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Bayforest Capital's 13F filing for Q2 2025, filed 28 Jul 2025.