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Legend Financial Advisors’s Chevron CVX Stock Holding History

Legend Financial Advisors’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
-27
Closed -$3.91K – 83
2024
Q4 		$3.91K Buy
+27
New +$4.13K ﹤0.01% 169
2024
Q3 		– Sell
-80
Closed -$12.5K – 186
2024
Q2 		$12.5K Buy
80
+27
+51% +$4.3K 0.01% 132
2024
Q1 		$8.36K Hold
53
– – 0.01% 143
2023
Q4 		$7.91K Hold
53
– – 0.01% 134
2023
Q3 		$8.94K Hold
53
– – 0.01% 141
2023
Q2 		$8.34K Hold
53
– – 0.01% 161
2023
Q1 		$8.65K Hold
53
– – 0.01% 163
2022
Q4 		$9.51K Sell
53
-7
-12% -$1.22K 0.01% 168
2022
Q3 		$8.62K Buy
+60
New +$9.15K 0.01% 157

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

Legend Financial Advisors's CVX Position: Q1 2025 in Review

Legend Financial Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 27 shares — an estimated $3.91K sold.

Legend Financial Advisors first reported a position in CVX in Q3 2022 and held it in 9 quarters. The position peaked at $12.5K in Q2 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Legend Financial Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 27 Chevron shares in Q1 2025, an estimated $3.91K.
  • Legend Financial Advisors first reported a position in Chevron in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Chevron position peaked at $12.5K in Q2 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.