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Black Point Wealth Management’s Chevron CVX Stock Holding History

Black Point Wealth Management’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
-3,534
Closed -$512K – 16
2024
Q4 		$512K Buy
3,534
+13
+0.4% +$1.99K 0.59% 22
2024
Q3 		$518K Sell
3,521
-59
-2% -$8.78K 0.6% 22
2024
Q2 		$560K Buy
+3,580
New +$571K 0.58% 22

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Black Point Wealth Management's CVX Position: Q1 2025 in Review

Black Point Wealth Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 3,534 shares — an estimated $512K sold.

Black Point Wealth Management first reported a position in CVX in Q2 2024 and held it in 3 quarters. The position peaked at $560K in Q2 2024. 3,822 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Black Point Wealth Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 3,534 Chevron shares in Q1 2025, an estimated $512K.
  • Black Point Wealth Management first reported a position in Chevron in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's Chevron position peaked at $560K in Q2 2024.
  • 3,822 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.