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Lindbrook Capital’s Chevron CVX Stock Holding History

Lindbrook Capital’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 		$2.35M Buy
14,036
+1,785
+15% +$279K 0.22% 66
2024
Q4 		$1.77M Buy
12,251
+579
+5% +$88.6K 0.16% 86
2024
Q3 		$1.72M Sell
11,672
-1,471
-11% -$219K 0.15% 91
2024
Q2 		$2.06M Sell
13,143
-398
-3% -$63.5K 0.19% 72
2024
Q1 		$2.14M Buy
13,541
+609
+5% +$91.9K 0.2% 75
2023
Q4 		$1.93M Sell
12,932
-1
-0% -$151 0.19% 70
2023
Q3 		$2.18M Buy
12,933
+72
+0.6% +$11.6K 0.24% 62
2023
Q2 		$2.02M Buy
12,861
+55
+0.4% +$8.82K 0.22% 69
2023
Q1 		$2.09M Sell
12,806
-1,266
-9% -$212K 0.24% 62
2022
Q4 		$2.53M Buy
14,072
+985
+8% +$172K 0.31% 59
2022
Q3 		$1.88M Buy
13,087
+1,359
+12% +$207K 0.32% 38
2022
Q2 		$1.7M Buy
11,728
+503
+4% +$83.1K 0.28% 45
2022
Q1 		$1.83M Buy
11,225
+341
+3% +$48.9K 0.28% 46
2021
Q4 		$1.28M Buy
10,884
+9,072
+501% +$1.03M 0.19% 64
2021
Q3 		$184K Buy
1,812
+474
+35% +$47.3K 0.05% 164
2021
Q2 		$140K Buy
1,338
+12
+0.9% +$1.27K 0.03% 228
2021
Q1 		$139K Buy
1,326
+80
+6% +$7.81K 0.03% 219
2020
Q4 		$105K Sell
1,246
-589
-32% -$47.7K 0.03% 236
2020
Q3 		$132K Sell
1,835
-191
-9% -$16.1K 0.04% 166
2020
Q2 		$181K Sell
2,026
-428
-17% -$38.3K 0.05% 130
2020
Q1 		$178K Sell
2,454
-1,515
-38% -$150K 0.07% 112
2019
Q4 		$478K Sell
3,969
-266
-6% -$31.3K 0.17% 59
2019
Q3 		$502K Sell
4,235
-167
-4% -$20.3K 0.19% 51
2019
Q2 		$547K Buy
4,402
+1,526
+53% +$185K 0.21% 45
2019
Q1 		$354K Hold
2,876
– – 0.14% 74
2018
Q4 		$312K Buy
+2,876
New +$333K 0.15% 66

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

Lindbrook Capital's CVX Position: Q1 2025 in Review

Lindbrook Capital increased its Chevron (CVX) stake by 15% in Q1 2025, buying an estimated $279K and bringing the position to 14,036 shares worth $2.35M. The position accounts for 0.22% of the portfolio, ranked #66.

Lindbrook Capital first reported a position in CVX in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.53M in Q4 2022. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Lindbrook Capital held 14,036 shares of Chevron worth $2.35M as of Q1 2025.
  • Lindbrook Capital bought 1,785 Chevron shares in Q1 2025, an estimated $279K.
  • Chevron made up 0.22% of Lindbrook Capital's portfolio in Q1 2025, its #66 holding.
  • Lindbrook Capital first reported a position in Chevron in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Chevron position peaked at $2.53M in Q4 2022.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.