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GEM Asset Management’s Chevron CVX Stock Holding History

GEM 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
-1,733
Closed -$292K – 102
2025
Q1 		$292K Sell
1,733
-210
-11% -$32.9K 0.16% 77
2024
Q4 		$281K Sell
1,943
-150
-7% -$23K 0.16% 77
2024
Q3 		$316K Sell
2,093
-200
-9% -$29.8K 0.18% 72
2024
Q2 		$359K Buy
2,293
+65
+3% +$10.4K 0.22% 62
2024
Q1 		$348K Hold
2,228
– – 0.23% 64
2023
Q4 		$332K Hold
2,228
– – 0.23% 63
2023
Q3 		$376K Hold
2,228
– – 0.3% 50
2023
Q2 		$351K Hold
2,228
– – 0.27% 52
2023
Q1 		$364K Sell
2,228
-1,084
-33% -$182K 0.29% 45
2022
Q4 		$595K Buy
+3,312
New +$578K 0.51% 33

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

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

GEM Asset Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,733 shares — an estimated $292K sold.

GEM Asset Management first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $595K in Q4 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • GEM Asset Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • GEM Asset Management sold 1,733 Chevron shares in Q2 2025, an estimated $292K.
  • GEM Asset Management first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • GEM Asset Management's Chevron position peaked at $595K in Q4 2022.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on GEM Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.