LF
CVX icon

Longbow Finance’s Chevron CVX Stock Holding History

Longbow Finance’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
-27,056
Closed -$3.92M – 88
2024
Q4 		$3.92M Buy
27,056
+1,281
+5% +$196K 0.43% 63
2024
Q3 		$3.8M Hold
25,775
– – 0.41% 61
2024
Q2 		$4.03M Sell
25,775
-1,371
-5% -$219K 0.42% 61
2024
Q1 		$4.28M Buy
+27,146
New +$4.1M 0.43% 64

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

Longbow Finance's CVX Position: Q1 2025 in Review

Longbow Finance sold out of Chevron (CVX) in Q1 2025, closing a stake of 27,056 shares — an estimated $3.92M sold.

Longbow Finance first reported a position in CVX in Q1 2024 and held it in 4 quarters. The position peaked at $4.28M in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Longbow Finance reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Longbow Finance sold 27,056 Chevron shares in Q1 2025, an estimated $3.92M.
  • Longbow Finance first reported a position in Chevron in Q1 2024 and held it in 4 quarters.
  • Longbow Finance's Chevron position peaked at $4.28M in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Longbow Finance's 13F filing for Q1 2025, filed 7 May 2025.