Freedom Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-8,245
| Closed | -$1.18M | – | 284 |
|
|
2025
Q2 | $1.18M | Buy |
8,245
+957
| +13% | +$135K | 0.09% | 203 |
|
|
2025
Q1 | $1.22M | Sell |
7,288
-1,968
| -21% | -$308K | 0.1% | 181 |
|
|
2024
Q4 | $1.34M | Buy |
9,256
+167
| +2% | +$25.6K | 0.11% | 171 |
|
|
2024
Q3 | $1.34M | Buy |
9,089
+830
| +10% | +$124K | 0.11% | 178 |
|
|
2024
Q2 | $1.29M | Sell |
8,259
-4,022
| -33% | -$641K | 0.11% | 186 |
|
|
2024
Q1 | $1.94M | Sell |
12,281
-377
| -3% | -$56.9K | 0.16% | 123 |
|
|
2023
Q4 | $1.89M | Sell |
12,658
-727
| -5% | -$110K | 0.15% | 125 |
|
|
2023
Q3 | $2.26M | Sell |
13,385
-2,606
| -16% | -$421K | 0.28% | 79 |
|
|
2023
Q2 | $2.52M | Buy |
15,991
+1,996
| +14% | +$320K | 0.28% | 71 |
|
|
2023
Q1 | $2.28M | Sell |
13,995
-1,857
| -12% | -$311K | 0.26% | 95 |
|
|
2022
Q4 | $2.85M | Sell |
15,852
-1,109
| -7% | -$194K | 0.32% | 70 |
|
|
2022
Q3 | $2.44M | Sell |
16,961
-504
| -3% | -$76.9K | 0.28% | 84 |
|
|
2022
Q2 | $2.53M | Buy |
17,465
+3,197
| +22% | +$528K | 0.27% | 89 |
|
|
2022
Q1 | $2.32M | Buy |
+14,268
| New | +$2.05M | 0.21% | 117 |
|
|
2020
Q2 | – | Sell |
-7,629
| Closed | -$831K | – | 593 |
|
|
2020
Q1 | $831K | Buy |
7,629
+1,167
| +18% | +$115K | 0.07% | 222 |
|
|
2019
Q4 | $779K | Buy |
6,462
+1,641
| +34% | +$193K | 0.07% | 244 |
|
|
2019
Q3 | $572K | Buy |
4,821
+986
| +26% | +$120K | 0.05% | 325 |
|
|
2019
Q2 | $477K | Sell |
3,835
-924
| -19% | -$112K | 0.04% | 372 |
|
|
2019
Q1 | $586K | Buy |
4,759
+150
| +3% | +$17.7K | 0.05% | 346 |
|
|
2018
Q4 | $501K | Buy |
4,609
+170
| +4% | +$19.7K | 0.04% | 425 |
|
|
2018
Q3 | $528K | Sell |
4,439
-28
| -0.6% | -$3.4K | 0.03% | 498 |
|
|
2018
Q2 | $565K | Buy |
4,467
+2,525
| +130% | +$313K | 0.03% | 500 |
|
|
2018
Q1 | $221K | Sell |
1,942
-1,008
| -34% | -$121K | 0.01% | 993 |
|
|
2017
Q4 | $369K | Sell |
2,950
-364
| -11% | -$43.2K | 0.02% | 781 |
|
|
2017
Q3 | $389K | Sell |
3,314
-500
| -13% | -$54.6K | 0.02% | 711 |
|
|
2017
Q2 | $398K | Sell |
3,814
-315
| -8% | -$33.4K | 0.02% | 666 |
|
|
2017
Q1 | $443K | Sell |
4,129
-2,776
| -40% | -$311K | 0.03% | 581 |
|
|
2016
Q4 | $813K | Buy |
6,905
+1,980
| +40% | +$216K | 0.05% | 313 |
|
|
2016
Q3 | $507K | Buy |
4,925
+884
| +22% | +$90.3K | 0.03% | 445 |
|
|
2016
Q2 | $424K | Buy |
4,041
+207
| +5% | +$20.8K | 0.03% | 472 |
|
|
2016
Q1 | $366K | Buy |
3,834
+207
| +6% | +$18.1K | 0.03% | 495 |
|
|
2015
Q4 | $326K | Buy |
+3,627
| New | +$327K | 0.02% | 530 |
|
|
2015
Q3 | – | Sell |
-2,557
| Closed | -$247K | – | 693 |
|
|
2015
Q2 | $247K | Buy |
2,557
+473
| +23% | +$49.7K | 0.03% | 569 |
|
|
2015
Q1 | $219K | Buy |
2,084
+36
| +2% | +$3.84K | 0.02% | 566 |
|
|
2014
Q4 | $230K | Sell |
2,048
-3,341
| -62% | -$380K | 0.03% | 516 |
|
|
2014
Q3 | $643K | Sell |
5,389
-585
| -10% | -$74.6K | 0.11% | 181 |
|
|
2014
Q2 | $780K | Buy |
5,974
+176
| +3% | +$21.9K | 0.13% | 133 |
|
|
2014
Q1 | $689K | Buy |
5,798
+133
| +2% | +$15.5K | 0.15% | 126 |
|
|
2013
Q4 | $708K | Buy |
5,665
+1,156
| +26% | +$140K | 0.18% | 98 |
|
|
2013
Q3 | $548K | Sell |
4,509
-89
| -2% | -$10.9K | 0.16% | 108 |
|
|
2013
Q2 | $544K | Buy |
+4,598
| New | +$556K | 0.19% | 94 |
|
Other funds holding CVX
Freedom Investment Management's CVX Position: Q3 2025 in Review
Freedom Investment Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 8,245 shares — an estimated $1.18M sold.
Freedom Investment Management first reported a position in CVX in Q2 2013 and held it in 41 quarters. The position peaked at $2.85M in Q4 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.
- Freedom Investment Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
- Freedom Investment Management sold 8,245 Chevron shares in Q3 2025, an estimated $1.18M.
- Freedom Investment Management first reported a position in Chevron in Q2 2013 and held it in 41 quarters.
- Freedom Investment Management's Chevron position peaked at $2.85M in Q4 2022.
- 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.
Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.