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Lane & Associates’s Chevron CVX Stock Holding History

Lane & Associates’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 		$477K Buy
2,851
+20
+0.7% +$3.13K 0.26% 67
2024
Q4 		$422K Buy
2,831
+285
+11% +$43.6K 0.22% 78
2024
Q3 		$375K Buy
2,546
+51
+2% +$7.59K 0.2% 78
2024
Q2 		$390K Buy
2,495
+310
+14% +$49.4K 0.23% 76
2024
Q1 		$345K Buy
+2,185
New +$330K 0.22% 81
2023
Q4 		– Sell
-1,608
Closed -$271K – 103
2023
Q3 		$271K Buy
1,608
+26
+2% +$4.2K 0.22% 83
2023
Q2 		$249K Sell
1,582
-39
-2% -$6.25K 0.2% 87
2023
Q1 		$264K Sell
1,621
-497
-23% -$83.3K 0.24% 80
2022
Q4 		$380K Buy
+2,118
New +$370K 0.36% 61

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

Lane & Associates's CVX Position: Q1 2025 in Review

Lane & Associates increased its Chevron (CVX) stake by 0.71% in Q1 2025, buying an estimated $3.13K and bringing the position to 2,851 shares worth $477K. The position accounts for 0.26% of the portfolio, ranked #67.

Lane & Associates first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Lane & Associates held 2,851 shares of Chevron worth $477K as of Q1 2025.
  • Lane & Associates bought 20 Chevron shares in Q1 2025, an estimated $3.13K.
  • Chevron made up 0.26% of Lane & Associates's portfolio in Q1 2025, its #67 holding.
  • Lane & Associates first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.