BMM
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Buffington Mohr McNeal’s Chevron CVX Stock Holding History

Buffington Mohr McNeal’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 		$759K Sell
4,535
-23,848
-84% -$3.73M 0.15% 61
2024
Q4 		$4.11M Sell
28,383
-117
-0.4% -$17.9K 0.68% 38
2024
Q3 		$4.2M Buy
28,500
+27
+0.1% +$4.02K 0.69% 39
2024
Q2 		$4.45M Buy
28,473
+226
+0.8% +$36K 0.78% 37
2024
Q1 		$4.46M Sell
28,247
-275
-1% -$41.5K 0.81% 38
2023
Q4 		$4.25M Buy
28,522
+696
+3% +$105K 0.85% 34
2023
Q3 		$4.69M Buy
27,826
+665
+2% +$107K 1.07% 32
2023
Q2 		$4.27M Sell
27,161
-181
-0.7% -$29K 0.92% 34
2023
Q1 		$4.46M Sell
27,342
-395
-1% -$66.2K 1.02% 33
2022
Q4 		$4.98M Sell
27,737
-934
-3% -$163K 1.16% 31
2022
Q3 		$4.12M Sell
28,671
-714
-2% -$109K 0.99% 35
2022
Q2 		$4.25M Sell
29,385
-84
-0.3% -$13.9K 0.93% 35
2022
Q1 		$4.8M Buy
29,469
+2,481
+9% +$356K 0.91% 36
2021
Q4 		$3.17M Buy
26,988
+369
+1% +$41.9K 0.54% 41
2021
Q3 		$2.7M Buy
26,619
+1,619
+6% +$161K 0.52% 43
2021
Q2 		$2.62M Buy
25,000
+49
+0.2% +$5.17K 0.51% 45
2021
Q1 		$2.62M Sell
24,951
-1,475
-6% -$144K 0.56% 42
2020
Q4 		$2.23M Sell
26,426
-662
-2% -$53.6K 0.52% 41
2020
Q3 		$1.95M Sell
27,088
-1,195
-4% -$101K 0.51% 40
2020
Q2 		$2.52M Buy
28,283
+48
+0.2% +$4.3K 0.71% 36
2020
Q1 		$2.05M Buy
28,235
+2,212
+9% +$219K 0.68% 39
2019
Q4 		$3.14M Sell
26,023
-130
-0.5% -$15.3K 0.89% 32
2019
Q3 		$3.1M Buy
26,153
+419
+2% +$50.9K 0.95% 32
2019
Q2 		$3.2M Buy
25,734
+185
+0.7% +$22.4K 1% 33
2019
Q1 		$3.15M Buy
25,549
+222
+0.9% +$26.3K 1.01% 33
2018
Q4 		$2.75M Buy
25,327
+393
+2% +$45.5K 1.11% 30
2018
Q3 		$3.05M Buy
24,934
+270
+1% +$32.8K 1.05% 33
2018
Q2 		$3.12M Buy
24,664
+4,243
+21% +$527K 1.17% 29
2018
Q1 		$2.33M Buy
20,421
+1,085
+6% +$130K 0.89% 35
2017
Q4 		$2.42M Buy
19,336
+50
+0.3% +$5.93K 0.93% 34
2017
Q3 		$2.19M Sell
19,286
-205
-1% -$22.4K 0.85% 37
2017
Q2 		$2.03M Buy
19,491
+3,045
+19% +$323K 0.8% 36
2017
Q1 		$1.77M Sell
16,446
-4,909
-23% -$551K 0.78% 40
2016
Q4 		$2.51M Sell
21,355
-2,933
-12% -$319K 0.96% 32
2016
Q3 		$2.5M Hold
24,288
– – 1.05% 28
2016
Q2 		$2.55M Sell
24,288
-3,000
-11% -$302K 1.12% 22
2016
Q1 		$2.6M Buy
27,288
+21,553
+376% +$1.89M 1.14% 21
2015
Q4 		$516K Buy
5,735
+189
+3% +$17K 0.28% 59
2015
Q3 		$437K Hold
5,546
– – 0.29% 44
2015
Q2 		$535K Buy
5,546
+2,176
+65% +$228K 0.3% 47
2015
Q1 		$354K Hold
3,370
– – 0.2% 56
2014
Q4 		$378K Sell
3,370
-733
-18% -$83.3K 0.22% 47
2014
Q3 		$490K Sell
4,103
-200
-5% -$25.5K 0.28% 42
2014
Q2 		$562K Buy
4,303
+233
+6% +$29K 0.31% 41
2014
Q1 		$484K Buy
4,070
+70
+2% +$8.14K 0.29% 42
2013
Q4 		$500K Sell
4,000
-95
-2% -$11.5K 0.31% 40
2013
Q3 		$498K Hold
4,095
– – 0.31% 41
2013
Q2 		$485K Buy
+4,095
New +$495K 0.32% 44

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

Buffington Mohr McNeal's CVX Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Chevron (CVX) stake by 84% in Q1 2025, selling an estimated $3.73M and leaving 4,535 shares worth $759K. The position accounts for 0.15% of the portfolio, ranked #61.

Buffington Mohr McNeal first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.98M in Q4 2022. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Buffington Mohr McNeal held 4,535 shares of Chevron worth $759K as of Q1 2025.
  • Buffington Mohr McNeal sold 23,848 Chevron shares in Q1 2025, an estimated $3.73M.
  • Chevron made up 0.15% of Buffington Mohr McNeal's portfolio in Q1 2025, its #61 holding.
  • Buffington Mohr McNeal first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
  • Buffington Mohr McNeal's Chevron position peaked at $4.98M in Q4 2022.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.