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Copperwynd Financial’s Chevron CVX Stock Holding History

Copperwynd Financial’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 		$834K Buy
5,825
+169
+3% +$23.8K 0.21% 92
2025
Q1 		$946K Buy
5,656
+607
+12% +$95K 0.26% 75
2024
Q4 		$731K Sell
5,049
-26
-0.5% -$3.98K 0.2% 84
2024
Q3 		$747K Sell
5,075
-35
-0.7% -$5.21K 0.22% 91
2024
Q2 		$820K Buy
5,110
+696
+16% +$111K 0.27% 70
2024
Q1 		$696K Sell
4,414
-1,312
-23% -$198K 0.25% 83
2023
Q4 		$854K Buy
5,726
+232
+4% +$35.1K 0.34% 48
2023
Q3 		$926K Sell
5,494
-148
-3% -$23.9K 0.43% 38
2023
Q2 		$888K Sell
5,642
-9,316
-62% -$1.49M 0.41% 48
2023
Q1 		$2.44M Buy
14,958
+1,182
+9% +$198K 1.25% 15
2022
Q4 		$2.47M Sell
13,776
-1,165
-8% -$203K 1.39% 13
2022
Q3 		$2.15M Sell
14,941
-310
-2% -$47.3K 1.24% 18
2022
Q2 		$2.21M Sell
15,251
-230
-1% -$38K 1.3% 18
2022
Q1 		$2.52M Buy
15,481
+9,217
+147% +$1.32M 1.04% 21
2021
Q4 		$735K Buy
6,264
+873
+16% +$99.2K 0.28% 64
2021
Q3 		$547K Buy
5,391
+229
+4% +$22.8K 0.23% 91
2021
Q2 		$541K Buy
5,162
+118
+2% +$12.5K 0.23% 90
2021
Q1 		$529K Buy
5,044
+1,570
+45% +$153K 0.24% 71
2020
Q4 		$293K Sell
3,474
-838
-19% -$67.8K 0.14% 109
2020
Q3 		$310K Sell
4,312
-92
-2% -$7.74K 0.16% 96
2020
Q2 		$393K Sell
4,404
-817
-16% -$73.1K 0.23% 76
2020
Q1 		$378K Buy
5,221
+200
+4% +$19.8K 0.18% 59
2019
Q4 		$605K Buy
5,021
+255
+5% +$30K 0.32% 64
2019
Q3 		$581K Buy
4,766
+806
+20% +$97.9K 0.33% 61
2019
Q2 		$493K Buy
3,960
+135
+4% +$16.3K 0.28% 57
2019
Q1 		$471K Buy
3,825
+252
+7% +$29.8K 0.28% 57
2018
Q4 		$389K Buy
3,573
+328
+10% +$38K 0.24% 52
2018
Q3 		$397K Buy
3,245
+95
+3% +$11.5K 0.24% 72
2018
Q2 		$398K Buy
3,150
+64
+2% +$7.95K 0.28% 60
2018
Q1 		$352K Buy
3,086
+307
+11% +$36.7K 0.24% 68
2017
Q4 		$348K Buy
+2,779
New +$330K 0.25% 68

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

Copperwynd Financial's CVX Position: Q2 2025 in Review

Copperwynd Financial increased its Chevron (CVX) stake by 3% in Q2 2025, buying an estimated $23.8K and bringing the position to 5,825 shares worth $834K. The position accounts for 0.21% of the portfolio, ranked #92.

Copperwynd Financial first reported a position in CVX in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.52M in Q1 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Copperwynd Financial held 5,825 shares of Chevron worth $834K as of Q2 2025.
  • Copperwynd Financial bought 169 Chevron shares in Q2 2025, an estimated $23.8K.
  • Chevron made up 0.21% of Copperwynd Financial's portfolio in Q2 2025, its #92 holding.
  • Copperwynd Financial first reported a position in Chevron in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Chevron position peaked at $2.52M in Q1 2022.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.