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Camarda Financial Advisors’s Chevron CVX Stock Holding History

Camarda Financial 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
-14,801
Closed -$2.14M – 104
2024
Q4 		$2.14M Buy
+14,801
New +$2.27M 0.81% 38
2019
Q3 		– Sell
-254
Closed -$32K – 135
2019
Q2 		$32K Sell
254
-114
-31% -$13.8K 0.06% 100
2019
Q1 		$45K Buy
+368
New +$43.5K 0.09% 82
2018
Q4 		– Sell
-83
Closed -$10K – 183
2018
Q3 		$10K Hold
83
– – 0.01% 175
2018
Q2 		$10K Hold
83
– – 0.01% 164
2018
Q1 		$9K Hold
83
– – 0.01% 151
2017
Q4 		$10K Sell
83
-4
-5% -$474 0.01% 153
2017
Q3 		$10K Sell
87
-77
-47% -$8.4K 0.01% 174
2017
Q2 		$17K Sell
164
-76
-32% -$8.05K 0.02% 156
2017
Q1 		$26K Sell
240
-294
-55% -$33K 0.03% 128
2016
Q4 		$63K Buy
534
+144
+37% +$15.7K 0.04% 116
2016
Q3 		$40K Sell
390
-775
-67% -$79.1K 0.02% 123
2016
Q2 		$122K Buy
+1,165
New +$117K 0.08% 103
2015
Q2 		– Sell
-17
Closed -$2K – 228
2015
Q1 		$2K Sell
17
-868
-98% -$92.6K ﹤0.01% 223
2014
Q4 		$99K Buy
885
+868
+5,106% +$98.6K 0.06% 98
2014
Q3 		$2K Hold
17
– – ﹤0.01% 190
2014
Q2 		$2K Hold
17
– – ﹤0.01% 193
2014
Q1 		$2K Hold
17
– – ﹤0.01% 175
2013
Q4 		$2K Buy
+17
New +$2.06K ﹤0.01% 157

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

Camarda Financial Advisors's CVX Position: Q1 2025 in Review

Camarda Financial Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 14,801 shares — an estimated $2.14M sold.

Camarda Financial Advisors first reported a position in CVX in Q4 2013 and held it in 19 quarters. The position peaked at $2.14M in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Camarda Financial Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Camarda Financial Advisors sold 14,801 Chevron shares in Q1 2025, an estimated $2.14M.
  • Camarda Financial Advisors first reported a position in Chevron in Q4 2013 and held it in 19 quarters.
  • Camarda Financial Advisors's Chevron position peaked at $2.14M in Q4 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.