Delta Financial Group’s Chevron CVX Stock Holding History

Delta Financial Group’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	$2.01M	Sell	12,158 -46	-0.4%	-$7.2K	0.46%	42
2024 Q4	$1.77M	Buy	+12,204	New	+$1.87M	0.41%	45
2024 Q2	–	Sell	-11,840	Closed	-$1.87M	–	140
2024 Q1	$1.87M	Sell	11,840 -59	-0.5%	-$8.9K	0.55%	35
2023 Q4	$1.77M	Sell	11,899 -1,330	-10%	-$201K	0.56%	31
2023 Q3	$2.23M	Buy	+13,229	New	+$2.14M	0.77%	23
2023 Q2	–	Sell	-11,479	Closed	-$1.87M	–	114
2023 Q1	$1.87M	Buy	11,479 +820	+8%	+$137K	0.74%	20
2022 Q4	$1.92M	Buy	+10,659	New	+$1.86M	0.85%	20

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delta Financial Group's CVX Position: Q1 2025 in Review

Delta Financial Group reduced its Chevron (CVX) stake by 0.38% in Q1 2025, selling an estimated $7.2K and leaving 12,158 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #42.

Delta Financial Group first reported a position in CVX in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2023. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Delta Financial Group held 12,158 shares of Chevron worth $2.01M as of Q1 2025.
Delta Financial Group sold 46 Chevron shares in Q1 2025, an estimated $7.2K.
Chevron made up 0.46% of Delta Financial Group's portfolio in Q1 2025, its #42 holding.
Delta Financial Group first reported a position in Chevron in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Chevron position peaked at $2.23M in Q3 2023.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.