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Hansen & Associates Financial Group’s Chevron CVX Stock Holding History

Hansen & Associates Financial Group’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
Q1 		– Sell
-82,753
Closed -$11.9M – 7
2024
Q4 		$11.9M Buy
+82,753
New +$12.7M 6.07% 3

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hansen & Associates Financial Group's CVX Position: Q1 2025 in Review

Hansen & Associates Financial Group sold out of Chevron (CVX) in Q1 2025, closing a stake of 82,753 shares — an estimated $11.9M sold.

Hansen & Associates Financial Group first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $11.9M in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Hansen & Associates Financial Group reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Hansen & Associates Financial Group sold 82,753 Chevron shares in Q1 2025, an estimated $11.9M.
  • Hansen & Associates Financial Group first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
  • Hansen & Associates Financial Group's Chevron position peaked at $11.9M in Q4 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Hansen & Associates Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.