FFA
CVX icon

Fairfield Financial Advisors’s Chevron CVX Stock Holding History

Fairfield Financial Advisors’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
-1,710
Closed -$286K – 72
2025
Q1 		$286K Sell
1,710
-399
-19% -$62.5K 0.11% 61
2024
Q4 		$305K Sell
2,109
-1,061
-33% -$162K 0.11% 56
2024
Q3 		$467K Sell
3,170
-608
-16% -$90.5K 0.16% 52
2024
Q2 		$591K Buy
+3,778
New +$602K 0.17% 47
2023
Q4 		$471K Buy
3,158
+1,396
+79% +$211K 0.18% 51
2023
Q3 		$297K Buy
1,762
+282
+19% +$45.5K 0.13% 54
2023
Q2 		$233K Buy
1,480
+655
+79% +$105K 0.09% 66
2023
Q1 		$134K Buy
+825
New +$138K 0.06% 84

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

Fairfield Financial Advisors's CVX Position: Q2 2025 in Review

Fairfield Financial Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,710 shares — an estimated $286K sold.

Fairfield Financial Advisors first reported a position in CVX in Q1 2023 and held it in 8 quarters. The position peaked at $591K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Fairfield Financial Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 1,710 Chevron shares in Q2 2025, an estimated $286K.
  • Fairfield Financial Advisors first reported a position in Chevron in Q1 2023 and held it in 8 quarters.
  • Fairfield Financial Advisors's Chevron position peaked at $591K in Q2 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Fairfield Financial Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.