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Horan Securities’s Chevron CVX Stock Holding History

Horan Securities’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 		$651K Buy
4,544
+370
+9% +$52.2K 0.23% 58
2025
Q1 		$698K Buy
4,174
+15
+0.4% +$2.35K 0.26% 42
2024
Q4 		$602K Sell
4,159
-151
-4% -$23.1K 0.23% 52
2024
Q3 		$635K Sell
4,310
-163
-4% -$24.3K 0.24% 48
2024
Q2 		$700K Buy
4,473
+1,363
+44% +$217K 0.3% 35
2024
Q1 		$491K Sell
3,110
-82
-3% -$12.4K 0.23% 44
2023
Q4 		$476K Buy
3,192
+18
+0.6% +$2.72K 0.24% 45
2023
Q3 		$535K Sell
3,174
-25
-0.8% -$4.04K 0.28% 33
2023
Q2 		$503K Buy
3,199
+1,727
+117% +$277K 0.21% 52
2023
Q1 		$240K Buy
1,472
+9
+0.6% +$1.51K 0.12% 87
2022
Q4 		$263K Buy
1,463
+497
+51% +$86.7K 0.15% 73
2022
Q3 		$139K Buy
966
+750
+347% +$114K 0.09% 124
2022
Q2 		$30K Sell
216
-44
-17% -$7.27K 0.02% 225
2022
Q1 		$42K Sell
260
-54
-17% -$7.74K 0.02% 187
2021
Q4 		$37K Buy
+314
New +$35.7K 0.02% 197
2021
Q2 		$31K Buy
296
+196
+196% +$20.7K 0.02% 202
2021
Q1 		$11K Sell
100
-79
-44% -$7.71K 0.01% 254
2020
Q4 		$15K Buy
179
+122
+214% +$9.88K 0.01% 218
2020
Q3 		$4K Buy
57
+15
+36% +$1.26K ﹤0.01% 273
2020
Q2 		$4K Buy
42
+30
+250% +$2.69K ﹤0.01% 254
2020
Q1 		$1K Buy
+12
New +$1.19K ﹤0.01% 222
2019
Q3 		– Sell
-74
Closed -$9K – 257
2019
Q2 		$9K Buy
+74
New +$8.95K 0.01% 179
2019
Q1 		– Sell
-190
Closed -$21K – 232
2018
Q4 		$21K Hold
190
– – 0.02% 103
2018
Q3 		$22K Hold
190
– – 0.02% 89
2018
Q2 		$23K Hold
190
– – 0.02% 89
2018
Q1 		$23K Buy
190
+50
+36% +$5.98K 0.02% 77
2017
Q4 		$19K Hold
140
– – 0.02% 87
2017
Q3 		$17K Buy
+140
New +$15.3K 0.02% 81

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horan Securities's CVX Position: Q2 2025 in Review

Horan Securities increased its Chevron (CVX) stake by 8.9% in Q2 2025, buying an estimated $52.2K and bringing the position to 4,544 shares worth $651K. The position accounts for 0.23% of the portfolio, ranked #58.

Horan Securities first reported a position in CVX in Q3 2017 and has held it in 28 quarters since. The position peaked at $700K in Q2 2024. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Horan Securities held 4,544 shares of Chevron worth $651K as of Q2 2025.
  • Horan Securities bought 370 Chevron shares in Q2 2025, an estimated $52.2K.
  • Chevron made up 0.23% of Horan Securities's portfolio in Q2 2025, its #58 holding.
  • Horan Securities first reported a position in Chevron in Q3 2017 and has held it in 28 quarters since.
  • Horan Securities's Chevron position peaked at $700K in Q2 2024.
  • 3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.