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Ellevest Inc’s Chevron CVX Stock Holding History

Ellevest Inc’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
-1,723
Closed -$250K – 414
2024
Q4 		$250K Sell
1,723
-1,753
-50% -$268K 0.01% 348
2024
Q3 		$512K Sell
3,476
-794
-19% -$118K 0.03% 212
2024
Q2 		$668K Buy
+4,270
New +$681K 0.04% 156
2023
Q2 		– Sell
-910
Closed -$148K – 652
2023
Q1 		$148K Buy
910
+70
+8% +$11.7K 0.01% 373
2022
Q4 		$151K Buy
+840
New +$147K 0.01% 351
2022
Q3 		– Sell
-74
Closed -$11.3K – 1659
2022
Q2 		$11K Buy
+74
New +$12.2K ﹤0.01% 860
2021
Q3 		– Sell
-5,295
Closed -$555K – 1440
2021
Q2 		$555K Hold
5,295
– – 0.06% 79
2021
Q1 		$555K Hold
5,295
– – 0.07% 79
2020
Q4 		$447K Sell
5,295
-1,343
-20% -$109K 0.07% 73
2020
Q3 		$478K Sell
6,638
-75
-1% -$6.31K 0.09% 66
2020
Q2 		$599K Buy
6,713
+6,608
+6,293% +$592K 0.13% 44
2020
Q1 		$8K Sell
105
-280
-73% -$27.7K ﹤0.01% 581
2019
Q4 		$46K Sell
385
-7
-2% -$824 0.01% 208
2019
Q3 		$46K Sell
392
-17
-4% -$2.06K 0.02% 123
2019
Q2 		$51K Buy
409
+19
+5% +$2.3K 0.02% 116
2019
Q1 		$48K Buy
390
+41
+12% +$4.85K 0.02% 94
2018
Q4 		$38K Buy
+349
New +$40.4K 0.02% 201

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

Ellevest Inc's CVX Position: Q1 2025 in Review

Ellevest Inc sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,723 shares — an estimated $250K sold.

Ellevest Inc first reported a position in CVX in Q4 2018 and held it in 17 quarters. The position peaked at $668K in Q2 2024. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Ellevest Inc reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Ellevest Inc sold 1,723 Chevron shares in Q1 2025, an estimated $250K.
  • Ellevest Inc first reported a position in Chevron in Q4 2018 and held it in 17 quarters.
  • Ellevest Inc's Chevron position peaked at $668K in Q2 2024.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.