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Legacy Investment Solutions’s Chevron CVX Stock Holding History

Legacy Investment Solutions’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 		$5.87K Buy
+41
New +$5.78K ﹤0.01% 378
2024
Q4 		$6.26K Sell
41
-142
-78% -$21.7K ﹤0.01% 352
2024
Q3 		$29K Buy
+183
New +$27.2K 0.02% 165

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

Legacy Investment Solutions's CVX Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Chevron (CVX) in Q2 2025: 41 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CVX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CVX in Q3 2024 and has held it in 3 quarters since. The position peaked at $29K in Q3 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Legacy Investment Solutions held 41 shares of Chevron worth $5.87K as of Q2 2025.
  • Chevron was a new Legacy Investment Solutions position in Q2 2025.
  • Chevron made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #378 holding.
  • Legacy Investment Solutions first reported a position in Chevron in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Chevron position peaked at $29K in Q3 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.