Howard Bailey Securities’s Chevron CVX Stock Holding History

Howard Bailey 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 Q1	–	Sell	-1,393	Closed	-$202K	–	161
2024 Q4	$202K	Buy	+1,393	New	+$213K	0.07%	161

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Bailey Securities's CVX Position: Q1 2025 in Review

Howard Bailey Securities sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,393 shares — an estimated $202K sold.

Howard Bailey Securities first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Howard Bailey Securities reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Howard Bailey Securities sold 1,393 Chevron shares in Q1 2025, an estimated $202K.
Howard Bailey Securities first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
Howard Bailey Securities's Chevron position peaked at $202K in Q4 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Howard Bailey Securities's 13F filing for Q1 2025, filed 17 Apr 2025.