BCM
CVX icon

BluePath Capital Management’s Chevron CVX Stock Holding History

BluePath Capital 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
-1,385
Closed -$215K – 91
2024
Q4 		$215K Buy
+1,385
New +$212K 0.12% 97
2024
Q3 		– Sell
-9,435
Closed -$1.48M – 107
2024
Q2 		$1.48M Buy
9,435
+1,665
+21% +$265K 1.03% 19
2024
Q1 		$1.23M Buy
7,770
+1,322
+21% +$199K 0.92% 18
2023
Q4 		$932K Buy
6,448
+1,081
+20% +$163K 0.79% 24
2023
Q3 		$905K Buy
+5,367
New +$867K 0.83% 19

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

BluePath Capital Management's CVX Position: Q1 2025 in Review

BluePath Capital Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,385 shares — an estimated $215K sold.

BluePath Capital Management first reported a position in CVX in Q3 2023 and held it in 5 quarters. The position peaked at $1.48M in Q2 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • BluePath Capital Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • BluePath Capital Management sold 1,385 Chevron shares in Q1 2025, an estimated $215K.
  • BluePath Capital Management first reported a position in Chevron in Q3 2023 and held it in 5 quarters.
  • BluePath Capital Management's Chevron position peaked at $1.48M in Q2 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on BluePath Capital Management's 13F filing for Q1 2025, filed 6 May 2025.