Lion Street Advisors’s Chevron CVX Stock Holding History

Lion Street 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 Q3	$1.68M	Buy	14,657 +4,951	+51%	+$767K	0.58%	23
2025 Q2	$1.39M	Buy	9,706 +517	+6%	+$72.9K	0.42%	49
2025 Q1	$1.54M	Sell	9,189 -127	-1%	-$19.9K	0.49%	41
2024 Q4	$1.35M	Buy	9,316 +411	+5%	+$62.9K	0.43%	45
2024 Q3	$1.31M	Sell	8,905 -231	-3%	-$34.4K	0.46%	42
2024 Q2	$1.43M	Sell	9,136 -300	-3%	-$47.8K	0.53%	36
2024 Q1	$1.41M	Hold	9,436	–	–	0.57%	32
2023 Q4	$1.41M	Sell	9,436 -3,666	-28%	-$554K	0.58%	32
2023 Q3	$2.21M	Sell	13,102 -1,851	-12%	-$299K	0.72%	16
2023 Q2	$1.71M	Buy	14,953 +1,778	+13%	+$285K	0.58%	24
2023 Q1	$2.15M	Buy	13,175 +3,363	+34%	+$564K	0.67%	13
2022 Q4	$1.12M	Buy	9,812 +3	+0%	+$524	0.59%	18
2022 Q3	$1.41M	Sell	9,809 -3	-0%	-$458	0.7%	9
2022 Q2	$1.12M	Buy	9,812 +271	+3%	+$44.8K	0.59%	18
2022 Q1	$1.55M	Sell	9,541 -249	-3%	-$35.7K	0.79%	8
2021 Q4	$1.15M	Sell	9,790 -22	-0.2%	-$2.5K	0.56%	18
2021 Q3	$999K	Buy	+9,812	New	+$979K	0.54%	17
2020 Q2	–	Sell	-249	Closed	-$18K	–	116
2020 Q1	$18K	Buy	+249	New	+$24.6K	0.1%	105

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return