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BCM Advisors’s Chevron CVX Stock Holding History

BCM 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
-1,490
Closed -$228K – 70
2024
Q4 		$228K Sell
1,490
-189
-11% -$28.9K 0.05% 63
2024
Q3 		$259K Sell
1,679
-35
-2% -$5.21K 0.06% 58
2024
Q2 		$262K Sell
1,714
-61
-3% -$9.73K 0.06% 61
2024
Q1 		$290K Buy
1,775
+232
+15% +$35K 0.07% 56
2023
Q4 		$232K Hold
1,543
– – 0.06% 59
2023
Q3 		$220K Hold
1,543
– – 0.07% 58
2023
Q2 		$243K Hold
1,543
– – 0.07% 54
2023
Q1 		$258K Hold
1,543
– – 0.07% 56
2022
Q4 		$273K Hold
1,543
– – 0.08% 56
2022
Q3 		$278K Hold
1,543
– – 0.08% 56
2022
Q2 		$229K Hold
1,543
– – 0.06% 54
2022
Q1 		$243K Hold
1,543
– – 0.06% 50
2021
Q4 		$203K Buy
+1,543
New +$175K 0.05% 51
2017
Q2 		– Sell
-37,331
Closed -$4.01M – 33
2017
Q1 		$4.01M Buy
37,331
+447
+1% +$50.1K 2.53% 13
2016
Q4 		$4.34M Buy
+36,884
New +$4.02M 2.86% 12

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

BCM Advisors's CVX Position: Q1 2025 in Review

BCM Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,490 shares — an estimated $228K sold.

BCM Advisors first reported a position in CVX in Q4 2016 and held it in 15 quarters. The position peaked at $4.34M in Q4 2016. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • BCM Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • BCM Advisors sold 1,490 Chevron shares in Q1 2025, an estimated $228K.
  • BCM Advisors first reported a position in Chevron in Q4 2016 and held it in 15 quarters.
  • BCM Advisors's Chevron position peaked at $4.34M in Q4 2016.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on BCM Advisors's 13F filing for Q1 2025, filed 6 May 2025.