FAM
CVX icon

Flaharty Asset Management’s Chevron CVX Stock Holding History

Flaharty Asset 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
Q2 		– Sell
-489
Closed -$81.8K – 200
2025
Q1 		$81.8K Buy
+489
New +$76.5K 0.01% 176
2024
Q4 		– Sell
-1,313
Closed -$193K – 194
2024
Q3 		$193K Hold
1,313
– – 0.03% 117
2024
Q2 		$205K Buy
+1,313
New +$209K 0.03% 114
2023
Q4 		– Sell
-374
Closed -$63.1K – 186
2023
Q3 		$63.1K Buy
+374
New +$60.4K 0.01% 178
2021
Q4 		– Sell
-2,200
Closed -$223K – 142
2021
Q3 		$223K Buy
2,200
+5
+0.2% +$499 0.05% 123
2021
Q2 		$230K Buy
+2,195
New +$232K 0.05% 109

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

Flaharty Asset Management's CVX Position: Q2 2025 in Review

Flaharty Asset Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 489 shares — an estimated $81.8K sold.

Flaharty Asset Management first reported a position in CVX in Q2 2021 and held it in 6 quarters. The position peaked at $230K in Q2 2021. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Flaharty Asset Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 489 Chevron shares in Q2 2025, an estimated $81.8K.
  • Flaharty Asset Management first reported a position in Chevron in Q2 2021 and held it in 6 quarters.
  • Flaharty Asset Management's Chevron position peaked at $230K in Q2 2021.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.