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Hudson Edge Investment Partners’s Chevron CVX Stock Holding History

Hudson Edge Investment Partners’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
-4,699
Closed -$681K – 125
2024
Q4 		$681K Sell
4,699
-545
-10% -$83.4K 0.13% 87
2024
Q3 		$772K Sell
5,244
-187
-3% -$27.8K 0.14% 73
2024
Q2 		$850K Hold
5,431
– – 0.16% 68
2024
Q1 		$857K Sell
5,431
-375
-6% -$56.6K 0.17% 67
2023
Q4 		$866K Buy
5,806
+978
+20% +$148K 0.2% 65
2023
Q3 		$814K Hold
4,828
– – 0.27% 60
2023
Q2 		$760K Sell
4,828
-50
-1% -$8.02K 0.24% 62
2023
Q1 		$796K Sell
4,878
-20
-0.4% -$3.35K 0.25% 59
2022
Q4 		$879K Hold
4,898
– – 0.3% 61
2022
Q3 		$704K Sell
4,898
-148
-3% -$22.6K 0.26% 65
2022
Q2 		$731K Sell
5,046
-169
-3% -$27.9K 0.27% 64
2022
Q1 		$849K Sell
5,215
-40,599
-89% -$5.82M 0.27% 66
2021
Q4 		$5.38M Sell
45,814
-1,316
-3% -$149K 1.67% 14
2021
Q3 		$4.78M Sell
47,130
-1,320
-3% -$132K 1.57% 21
2021
Q2 		$5.08M Sell
48,450
-990
-2% -$105K 1.62% 17
2021
Q1 		$5.18M Buy
49,440
+790
+2% +$77.1K 1.71% 16
2020
Q4 		$4.11M Buy
48,650
+5,971
+14% +$483K 1.46% 38
2020
Q3 		$3.07M Sell
42,679
-18,231
-30% -$1.53M 1.23% 45
2020
Q2 		$5.43M Sell
60,910
-13,545
-18% -$1.21M 1.75% 21
2020
Q1 		$5.39M Buy
74,455
+11,033
+17% +$1.09M 2.05% 15
2019
Q4 		$7.64M Sell
63,422
-475
-0.7% -$55.9K 2.01% 6
2019
Q3 		$7.58M Sell
63,897
-470
-0.7% -$57.1K 2.13% 2
2019
Q2 		$8.01M Sell
64,367
-975
-1% -$118K 2.33% 2
2019
Q1 		$8.05M Sell
65,342
-33,199
-34% -$3.93M 2.43% 2
2018
Q4 		$10.7M Sell
98,541
-30,181
-23% -$3.5M 3.32% 1
2018
Q3 		$15.7M Sell
128,722
-585
-0.5% -$71K 2.8% 1
2018
Q2 		$16.3M Sell
129,307
-49,793
-28% -$6.18M 3.05% 1
2018
Q1 		$20.4M Sell
179,100
-11,774
-6% -$1.41M 3.09% 1
2017
Q4 		$23.9M Sell
190,874
-4,600
-2% -$545K 3.3% 1
2017
Q3 		$23M Sell
195,474
-9,950
-5% -$1.09M 3.26% 1
2017
Q2 		$21.4M Sell
205,424
-10,510
-5% -$1.11M 3.01% 1
2017
Q1 		$23.2M Sell
215,934
-950
-0.4% -$107K 3.09% 1
2016
Q4 		$25.5M Buy
216,884
+2,026
+0.9% +$221K 3.48% 1
2016
Q3 		$22.1M Sell
214,858
-9,069
-4% -$926K 3.31% 1
2016
Q2 		$23.5M Sell
223,927
-39,895
-15% -$4.01M 3.5% 1
2016
Q1 		$25.2M Sell
263,822
-27,476
-9% -$2.4M 2.49% 1
2015
Q4 		$26.2M Sell
291,298
-263,931
-48% -$23.8M 2.54% 1
2015
Q3 		$43.8M Sell
555,229
-20,820
-4% -$1.75M 2.36% 5
2015
Q2 		$55.6M Buy
576,049
+18,297
+3% +$1.92M 2.34% 2
2015
Q1 		$58.6M Buy
557,752
+47,257
+9% +$5.04M 2.41% 3
2014
Q4 		$57.3M Sell
510,495
-4,412
-0.9% -$501K 2.08% 15
2014
Q3 		$61.4M Sell
514,907
-13,389
-3% -$1.71M 2.26% 4
2014
Q2 		$69M Buy
528,296
+6,362
+1% +$792K 2.45% 3
2014
Q1 		$62.1M Buy
521,934
+61,623
+13% +$7.17M 2.35% 3
2013
Q4 		$57.5M Sell
460,311
-1,670
-0.4% -$202K 2.21% 8
2013
Q3 		$56.1M Sell
461,981
-54,068
-10% -$6.65M 2.33% 2
2013
Q2 		$61.1M Buy
+516,049
New +$62.4M 2.41% 4

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

Hudson Edge Investment Partners's CVX Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Chevron (CVX) in Q1 2025, closing a stake of 4,699 shares — an estimated $681K sold.

Hudson Edge Investment Partners first reported a position in CVX in Q2 2013 and held it in 47 quarters. The position peaked at $69M in Q2 2014. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 4,699 Chevron shares in Q1 2025, an estimated $681K.
  • Hudson Edge Investment Partners first reported a position in Chevron in Q2 2013 and held it in 47 quarters.
  • Hudson Edge Investment Partners's Chevron position peaked at $69M in Q2 2014.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.