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Christensen King & Associates Investment Services’s Chevron CVX Stock Holding History

Christensen King & Associates Investment Services’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 		– Sell
-1,284
Closed -$213K – 102
2025
Q1 		$213K Buy
+1,284
New +$201K 0.1% 90
2024
Q4 		– Sell
-1,795
Closed -$264K – 94
2024
Q3 		$264K Hold
1,795
– – 0.12% 86
2024
Q2 		$281K Sell
1,795
-85
-5% -$13.6K 0.14% 77
2024
Q1 		$297K Sell
1,880
-11
-0.6% -$1.66K 0.15% 80
2023
Q4 		$282K Buy
+1,891
New +$286K 0.15% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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 $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Christensen King & Associates Investment Services's CVX Position: Q2 2025 in Review

Christensen King & Associates Investment Services sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,284 shares — an estimated $213K sold.

Christensen King & Associates Investment Services first reported a position in CVX in Q4 2023 and held it in 5 quarters. The position peaked at $297K in Q1 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Christensen King & Associates Investment Services reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Christensen King & Associates Investment Services sold 1,284 Chevron shares in Q2 2025, an estimated $213K.
  • Christensen King & Associates Investment Services first reported a position in Chevron in Q4 2023 and held it in 5 quarters.
  • Christensen King & Associates Investment Services's Chevron position peaked at $297K in Q1 2024.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2025, filed 15 Jul 2025.