Cutter & Co Brokerage’s Chevron CVX Stock Holding History

Cutter & Co Brokerage’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	-13,861	Closed	-$2.32M	–	39
2025 Q1	$2.32M	Sell	13,861 -4,301	-24%	-$673K	0.55%	42
2024 Q4	$2.63M	Sell	18,162 -344	-2%	-$52.7K	0.64%	36
2024 Q3	$2.73M	Sell	18,506 -527	-3%	-$78.4K	0.62%	41
2024 Q2	$2.98M	Sell	19,033 -335	-2%	-$53.4K	0.72%	32
2024 Q1	$3.06M	Sell	19,368 -857	-4%	-$129K	0.75%	33
2023 Q4	$3.02M	Sell	20,225 -1,125	-5%	-$170K	0.84%	31
2023 Q3	$3.6M	Sell	21,350 -438	-2%	-$70.7K	1.05%	22
2023 Q2	$3.43M	Buy	21,788 +382	+2%	+$61.2K	1.01%	26
2023 Q1	$3.49M	Sell	21,406 -234	-1%	-$39.2K	1.09%	20
2022 Q4	$3.88M	Sell	21,640 -1,439	-6%	-$251K	1.31%	14
2022 Q3	$3.32M	Sell	23,079 -267	-1%	-$40.7K	1.23%	17
2022 Q2	$3.38M	Sell	23,346 -839	-3%	-$139K	1.15%	25
2022 Q1	$3.94M	Sell	24,185 -1,841	-7%	-$264K	1.17%	19
2021 Q4	$3.05M	Buy	26,026 +13,141	+102%	+$1.49M	0.84%	33
2021 Q3	$1.31M	Buy	12,885 +269	+2%	+$26.8K	0.31%	85
2021 Q2	$1.32M	Buy	12,616 +128	+1%	+$13.5K	0.3%	85
2021 Q1	$1.31M	Buy	12,488 +4,320	+53%	+$422K	0.32%	77
2020 Q4	$690K	Buy	8,168 +3,081	+61%	+$249K	0.18%	118
2020 Q3	$366K	Buy	5,087 +1,114	+28%	+$93.7K	0.11%	154
2020 Q2	$354K	Buy	3,973 +527	+15%	+$47.2K	0.12%	143
2020 Q1	$250K	Buy	3,446 +651	+23%	+$64.3K	0.09%	165
2019 Q4	$337K	Sell	2,795 -1,157	-29%	-$136K	0.12%	158
2019 Q3	$469K	Buy	3,952 +6	+0.2%	+$729	0.15%	148
2019 Q2	$491K	Buy	3,946 +574	+17%	+$69.4K	0.16%	144
2019 Q1	$415K	Buy	3,372 +283	+9%	+$33.5K	0.12%	161
2018 Q4	$336K	Buy	3,089 +1,308	+73%	+$152K	0.13%	165
2018 Q3	$218K	Buy	+1,781	New	+$216K	0.07%	240
2018 Q1	–	Sell	-3,460	Closed	-$433K	–	256
2017 Q4	$433K	Buy	3,460 +195	+6%	+$23.1K	0.18%	117
2017 Q3	$384K	Buy	3,265 +65	+2%	+$7.09K	0.15%	141
2017 Q2	$334K	Buy	3,200 +155	+5%	+$16.4K	0.13%	168
2017 Q1	$327K	Sell	3,045 -23	-0.7%	-$2.58K	0.14%	161
2016 Q4	$361K	Sell	3,068 -95	-3%	-$10.3K	0.15%	139
2016 Q3	$326K	Hold	3,163	–	–	0.14%	145
2016 Q2	$332K	Buy	3,163 +150	+5%	+$15.1K	0.14%	136
2016 Q1	$287K	Buy	+3,013	New	+$264K	0.13%	156
2015 Q3	–	Sell	-3,838	Closed	-$370K	–	224
2015 Q2	$370K	Buy	3,838 +1,758	+85%	+$185K	0.15%	155
2015 Q1	$218K	Sell	2,080 -1,910	-48%	-$204K	0.09%	180
2014 Q4	$448K	Buy	3,990 +837	+27%	+$95.1K	0.17%	127
2014 Q3	$376K	Sell	3,153 -217	-6%	-$27.7K	0.14%	144
2014 Q2	$440K	Sell	3,370 -388	-10%	-$48.3K	0.16%	140
2014 Q1	$447K	Buy	3,758 +541	+17%	+$62.9K	0.18%	124
2013 Q4	$402K	Sell	3,217 -839	-21%	-$101K	0.19%	122
2013 Q3	$493K	Buy	4,056 +248	+7%	+$30.5K	0.22%	110
2013 Q2	$451K	Buy	+3,808	New	+$460K	0.22%	112

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cutter & Co Brokerage's CVX Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Chevron (CVX) in Q2 2025, closing a stake of 13,861 shares — an estimated $2.32M sold.

Cutter & Co Brokerage first reported a position in CVX in Q2 2013 and held it in 44 quarters. The position peaked at $3.94M in Q1 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Cutter & Co Brokerage reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 13,861 Chevron shares in Q2 2025, an estimated $2.32M.
Cutter & Co Brokerage first reported a position in Chevron in Q2 2013 and held it in 44 quarters.
Cutter & Co Brokerage's Chevron position peaked at $3.94M in Q1 2022.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.