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Herbst Group’s Chevron CVX Stock Holding History

Herbst 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
Q2 		– Sell
-11,300
Closed -$1.89M – 58
2025
Q1 		$1.89M Sell
11,300
-150
-1% -$23.5K 1.34% 35
2024
Q4 		$1.66M Sell
11,450
-3,025
-21% -$463K 1.03% 41
2024
Q3 		$2.13M Sell
14,475
-75
-0.5% -$11.2K 1.32% 34
2024
Q2 		$2.28M Sell
14,550
-300
-2% -$47.8K 1.38% 30
2024
Q1 		$2.34M Sell
14,850
-450
-3% -$67.9K 1.45% 33
2023
Q4 		$2.28M Buy
15,300
+200
+1% +$30.2K 1.46% 34
2023
Q3 		$2.55M Buy
15,100
+800
+6% +$129K 1.82% 23
2023
Q2 		$2.25M Sell
14,300
-339
-2% -$54.3K 1.55% 25
2023
Q1 		$2.39M Buy
14,639
+239
+2% +$40.1K 1.69% 22
2022
Q4 		$2.58M Buy
14,400
+2,900
+25% +$506K 2.09% 18
2022
Q3 		$1.65M Buy
11,500
+2,300
+25% +$351K 1.36% 30
2022
Q2 		$1.35M Buy
9,200
+100
+1% +$16.5K 1.07% 44
2022
Q1 		$1.48M Buy
9,100
+100
+1% +$14.3K 0.97% 46
2021
Q4 		$1.06M Buy
+9,000
New +$1.02M 0.65% 62

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

Herbst Group's CVX Position: Q2 2025 in Review

Herbst Group sold out of Chevron (CVX) in Q2 2025, closing a stake of 11,300 shares — an estimated $1.89M sold.

Herbst Group first reported a position in CVX in Q4 2021 and held it in 14 quarters. The position peaked at $2.58M in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Herbst Group reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Herbst Group sold 11,300 Chevron shares in Q2 2025, an estimated $1.89M.
  • Herbst Group first reported a position in Chevron in Q4 2021 and held it in 14 quarters.
  • Herbst Group's Chevron position peaked at $2.58M in Q4 2022.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Herbst Group's 13F filing for Q2 2025, filed 15 Jul 2025.