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EnRich Financial Partners’s Chevron CVX Stock Holding History

EnRich Financial Partners’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
-159
Closed -$23K – 89
2024
Q4 		$23K Buy
159
+64
+67% +$9.8K 0.01% 134
2024
Q3 		$14K Hold
95
– – ﹤0.01% 158
2024
Q2 		$14.9K Hold
95
– – 0.01% 159
2024
Q1 		$15K Buy
+95
New +$14.3K 0.01% 144

Other funds holding CVX

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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

EnRich Financial Partners's CVX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Chevron (CVX) in Q1 2025, closing a stake of 159 shares — an estimated $23K sold.

EnRich Financial Partners first reported a position in CVX in Q1 2024 and held it in 4 quarters. The position peaked at $23K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 159 Chevron shares in Q1 2025, an estimated $23K.
  • EnRich Financial Partners first reported a position in Chevron in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Chevron position peaked at $23K in Q4 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.