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Crestline Management’s Chevron CVX Stock Holding History

Crestline 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
Q1 		– Sell
-52,327
Closed -$7.58M – 157
2024
Q4 		$7.58M Buy
52,327
+37,528
+254% +$5.74M 0.25% 84
2024
Q3 		$2.18M Buy
+14,799
New +$2.2M 0.11% 175
2020
Q1 		– Sell
-120,000
Closed -$14.5M – 47
2019
Q4 		$14.5M Buy
+120,000
New +$14.1M 1.87% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestline Management's CVX Position: Q1 2025 in Review

Crestline Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 52,327 shares — an estimated $7.58M sold.

Crestline Management first reported a position in CVX in Q4 2019 and held it in 3 quarters. The position peaked at $14.5M in Q4 2019. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Crestline Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 52,327 Chevron shares in Q1 2025, an estimated $7.58M.
  • Crestline Management first reported a position in Chevron in Q4 2019 and held it in 3 quarters.
  • Crestline Management's Chevron position peaked at $14.5M in Q4 2019.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.