Capital Market Strategies’s Chevron CVX Stock Holding History

Capital Market Strategies’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 Q2	$330K	Sell	2,302 -87	-4%	-$12.3K	0.23%	90
2025 Q1	$400K	Sell	2,389 -1,290	-35%	-$202K	0.27%	71
2024 Q4	$533K	Sell	3,679 -114	-3%	-$17.4K	0.31%	65
2024 Q3	$559K	Sell	3,793 -12	-0.3%	-$1.79K	0.34%	59
2024 Q2	$595K	Buy	3,805 +194	+5%	+$30.9K	0.38%	50
2024 Q1	$570K	Sell	3,611 -47	-1%	-$7.09K	0.43%	53
2023 Q4	$546K	Buy	3,658 +248	+7%	+$37.5K	0.48%	49
2023 Q3	$569K	Sell	3,410 -43	-1%	-$6.95K	0.57%	43
2023 Q2	$543K	Buy	+3,453	New	+$554K	0.5%	49
2023 Q1	–	Sell	-3,406	Closed	-$611K	–	59
2022 Q4	$611K	Buy	3,406 +83	+2%	+$14.5K	0.66%	37
2022 Q3	$477K	Buy	3,323 +239	+8%	+$36.5K	0.54%	53
2022 Q2	$446K	Buy	3,084 +16	+0.5%	+$2.65K	0.47%	58
2022 Q1	$500K	Buy	+3,068	New	+$440K	0.43%	56

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return