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Creekmur Asset Management’s Chevron CVX Stock Holding History

Creekmur Asset Management’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
Q3 		$661K Sell
4,254
-2,092
-33% -$324K 0.11% 106
2025
Q2 		$909K Buy
6,346
+1,712
+37% +$241K 0.16% 94
2025
Q1 		$775K Buy
4,634
+3,840
+484% +$601K 0.16% 70
2024
Q4 		$115K Buy
794
+1
+0.1% +$153 0.03% 151
2024
Q3 		$117K Sell
793
-30
-4% -$4.46K 0.03% 145
2024
Q2 		$129K Sell
823
-57
-6% -$9.09K 0.03% 153
2024
Q1 		$139K Buy
880
+105
+14% +$15.8K 0.05% 142
2023
Q4 		$116K Buy
+775
New +$117K 0.04% 191

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creekmur Asset Management's CVX Position: Q3 2025 in Review

Creekmur Asset Management reduced its Chevron (CVX) stake by 33% in Q3 2025, selling an estimated $324K and leaving 4,254 shares worth $661K. The position accounts for 0.11% of the portfolio, ranked #106.

Creekmur Asset Management first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $909K in Q2 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Creekmur Asset Management held 4,254 shares of Chevron worth $661K as of Q3 2025.
  • Creekmur Asset Management sold 2,092 Chevron shares in Q3 2025, an estimated $324K.
  • Chevron made up 0.11% of Creekmur Asset Management's portfolio in Q3 2025, its #106 holding.
  • Creekmur Asset Management first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Chevron position peaked at $909K in Q2 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.