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Disciplina Capital Management’s Chevron CVX Stock Holding History

Disciplina Capital 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
-30
Closed -$4.35K – 67
2024
Q4 		$4.35K Hold
30
– – ﹤0.01% 64
2024
Q3 		$4.38K Sell
30
-795
-96% -$118K ﹤0.01% 63
2024
Q2 		$129K Buy
825
+8
+1% +$1.28K 0.02% 35
2024
Q1 		$129K Buy
817
+9
+1% +$1.36K 0.02% 33
2023
Q4 		$121K Buy
808
+8
+1% +$1.21K 0.02% 34
2023
Q3 		$135K Buy
800
+8
+1% +$1.29K 0.03% 26
2023
Q2 		$125K Buy
792
+491
+163% +$78.7K 0.02% 27
2023
Q1 		$49.2K Sell
301
-52
-15% -$8.72K 0.01% 28
2022
Q4 		$63.3K Buy
353
+3
+0.9% +$524 0.02% 26
2022
Q3 		$50.3K Buy
350
+46
+15% +$7.01K 0.01% 24
2022
Q2 		$44K Buy
304
+2
+0.7% +$331 0.01% 25
2022
Q1 		$49.1K Sell
302
-7
-2% -$1K 0.01% 26
2021
Q4 		$36.2K Sell
309
-45
-13% -$5.11K 0.01% 45
2021
Q3 		$35.9K Buy
354
+19
+6% +$1.9K 0.01% 47
2021
Q2 		$35.1K Buy
335
+79
+31% +$8.34K 0.01% 46
2021
Q1 		$26.8K Buy
+256
New +$25K 0.01% 44

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

Disciplina Capital Management's CVX Position: Q1 2025 in Review

Disciplina Capital Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 30 shares — an estimated $4.35K sold.

Disciplina Capital Management first reported a position in CVX in Q1 2021 and held it in 16 quarters. The position peaked at $135K in Q3 2023. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Disciplina Capital Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Disciplina Capital Management sold 30 Chevron shares in Q1 2025, an estimated $4.35K.
  • Disciplina Capital Management first reported a position in Chevron in Q1 2021 and held it in 16 quarters.
  • Disciplina Capital Management's Chevron position peaked at $135K in Q3 2023.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Disciplina Capital Management's 13F filing for Q1 2025, filed 14 May 2025.