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Fulcrum Equity Management’s Chevron CVX Stock Holding History

Fulcrum Equity 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
-1,853
Closed -$310K – 108
2025
Q1 		$310K Buy
1,853
+2
+0.1% +$313 0.34% 65
2024
Q4 		$268K Sell
1,851
-2,018
-52% -$309K 0.27% 86
2024
Q3 		$570K Sell
3,869
-1,305
-25% -$194K 0.48% 64
2024
Q2 		$809K Buy
5,174
+905
+21% +$144K 0.73% 47
2024
Q1 		$673K Buy
4,269
+906
+27% +$137K 0.79% 40
2023
Q4 		$502K Buy
3,363
+21
+0.6% +$3.18K 0.62% 42
2023
Q3 		$564K Buy
+3,342
New +$540K 0.66% 43
2023
Q2 		– Sell
-1,366
Closed -$223K – 90
2023
Q1 		$223K Buy
+1,366
New +$229K 0.21% 86
2019
Q4 		– Sell
-1,667
Closed -$198K – 114
2019
Q3 		$198K Buy
1,667
+16
+1% +$1.94K 0.1% 85
2019
Q2 		$202K Buy
1,651
+16
+1% +$1.94K 0.1% 81
2019
Q1 		$201K Buy
+1,635
New +$193K 0.07% 97

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

Fulcrum Equity Management's CVX Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,853 shares — an estimated $310K sold.

Fulcrum Equity Management first reported a position in CVX in Q1 2019 and held it in 11 quarters. The position peaked at $809K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,853 Chevron shares in Q2 2025, an estimated $310K.
  • Fulcrum Equity Management first reported a position in Chevron in Q1 2019 and held it in 11 quarters.
  • Fulcrum Equity Management's Chevron position peaked at $809K in Q2 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.