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Bluesphere Advisors’s Chevron CVX Stock Holding History

Bluesphere 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
-1,655
Closed -$240K – 93
2024
Q4 		$240K Buy
1,655
+6
+0.4% +$918 0.12% 94
2024
Q3 		$243K Buy
1,649
+1
+0.1% +$149 0.12% 91
2024
Q2 		$258K Buy
1,648
+74
+5% +$11.8K 0.13% 85
2024
Q1 		$248K Hold
1,574
– – 0.14% 81
2023
Q4 		$235K Sell
1,574
-217
-12% -$32.8K 0.15% 76
2023
Q3 		$302K Buy
1,791
+162
+10% +$26.2K 0.22% 62
2023
Q2 		$256K Hold
1,629
– – 0.18% 71
2023
Q1 		$266K Buy
1,629
+55
+3% +$9.22K 0.22% 65
2022
Q4 		$283K Hold
1,574
– – 0.25% 64
2022
Q3 		$226K Hold
1,574
– – 0.23% 67
2022
Q2 		$228K Hold
1,574
– – 0.22% 72
2022
Q1 		$256K Buy
+1,574
New +$226K 0.22% 79

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

Bluesphere Advisors's CVX Position: Q1 2025 in Review

Bluesphere Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,655 shares — an estimated $240K sold.

Bluesphere Advisors first reported a position in CVX in Q1 2022 and held it in 12 quarters. The position peaked at $302K in Q3 2023. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Bluesphere Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Bluesphere Advisors sold 1,655 Chevron shares in Q1 2025, an estimated $240K.
  • Bluesphere Advisors first reported a position in Chevron in Q1 2022 and held it in 12 quarters.
  • Bluesphere Advisors's Chevron position peaked at $302K in Q3 2023.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Bluesphere Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.