Belmont Capital’s Chevron CVX Stock Holding History

Belmont 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	$798K	Hold	5,571	–	–	0.12%	49
2025 Q1	$932K	Hold	5,571	–	–	0.17%	39
2024 Q4	$807K	Sell	5,571 -8,006	-59%	-$1.23M	0.13%	40
2024 Q3	$2M	Buy	13,577 +6	+0%	+$893	0.33%	28
2024 Q2	$2.12M	Hold	13,571	–	–	0.4%	24
2024 Q1	$2.14M	Hold	13,571	–	–	0.58%	18
2023 Q4	$2.02M	Sell	13,571 -10	-0.1%	-$1.51K	0.86%	17
2023 Q3	$2.29M	Buy	13,581 +13,571	+135,710%	+$2.19M	1.24%	12
2023 Q2	$1.57K	Hold	10	–	–	﹤0.01%	172
2023 Q1	$1.63K	Hold	10	–	–	﹤0.01%	127
2022 Q4	$2K	Hold	10	–	–	﹤0.01%	125
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	122
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	71
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	66
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	71
2021 Q3	$1K	Buy	+10	New	+$997	﹤0.01%	74

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

Belmont Capital's CVX Position: Q2 2025 in Review

Belmont Capital held its Chevron (CVX) position steady in Q2 2025 at 5,571 shares worth $798K. The position accounts for 0.12% of the portfolio, ranked #49.

Belmont Capital first reported a position in CVX in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.29M in Q3 2023. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Belmont Capital held 5,571 shares of Chevron worth $798K as of Q2 2025.
Belmont Capital left its Chevron share count unchanged in Q2 2025.
Chevron made up 0.12% of Belmont Capital's portfolio in Q2 2025, its #49 holding.
Belmont Capital first reported a position in Chevron in Q3 2021 and has held it in 16 quarters since.
Belmont Capital's Chevron position peaked at $2.29M in Q3 2023.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.