CCM Investment Group’s Chevron CVX Stock Holding History

CCM Investment Group’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	$7.61M	Buy	45,838 +156	+0.3%	+$24.4K	0.8%	13
2024 Q4	$6.54M	Buy	+45,682	New	+$6.99M	0.71%	14

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM Investment Group's CVX Position: Q1 2025 in Review

CCM Investment Group increased its Chevron (CVX) stake by 0.34% in Q1 2025, buying an estimated $24.4K and bringing the position to 45,838 shares worth $7.61M. The position accounts for 0.8% of the portfolio, ranked #13.

CCM Investment Group first reported a position in CVX in Q4 2024 and has held it in 2 quarters since. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

CCM Investment Group held 45,838 shares of Chevron worth $7.61M as of Q1 2025.
CCM Investment Group bought 156 Chevron shares in Q1 2025, an estimated $24.4K.
Chevron made up 0.8% of CCM Investment Group's portfolio in Q1 2025, its #13 holding.
CCM Investment Group first reported a position in Chevron in Q4 2024 and has held it in 2 quarters since.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.