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EWG Elevate’s Chevron CVX Stock Holding History

EWG Elevate’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
-1,265
Closed -$212K – 144
2025
Q1 		$212K Sell
1,265
-1,630
-56% -$255K 0.08% 114
2024
Q4 		$419K Buy
2,895
+229
+9% +$35.1K 0.13% 104
2024
Q3 		$393K Buy
2,666
+888
+50% +$132K 0.16% 77
2024
Q2 		$278K Buy
1,778
+108
+6% +$17.2K 0.1% 110
2024
Q1 		$263K Buy
1,670
+110
+7% +$16.6K 0.1% 104
2023
Q4 		$233K Buy
1,560
+6
+0.4% +$907 0.1% 93
2023
Q3 		$262K Sell
1,554
-46
-3% -$7.43K 0.12% 76
2023
Q2 		$252K Sell
1,600
-73
-4% -$11.7K 0.1% 83
2023
Q1 		$273K Buy
1,673
+38
+2% +$6.37K 0.12% 74
2022
Q4 		$293K Buy
+1,635
New +$285K 0.15% 63

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWG Elevate's CVX Position: Q2 2025 in Review

EWG Elevate sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,265 shares — an estimated $212K sold.

EWG Elevate first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $419K in Q4 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • EWG Elevate reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • EWG Elevate sold 1,265 Chevron shares in Q2 2025, an estimated $212K.
  • EWG Elevate first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • EWG Elevate's Chevron position peaked at $419K in Q4 2024.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on EWG Elevate's 13F filing for Q2 2025, filed 15 Jul 2025.