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McAlister Sweet & Associates’s Chevron CVX Stock Holding History

McAlister Sweet & Associates’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 		– Sell
-1,543
Closed -$258K – 29
2025
Q1 		$258K Buy
+1,543
New +$242K 0.2% 26
2024
Q4 		– Sell
-28,400
Closed -$4.18M – 22
2024
Q3 		$4.18M Buy
28,400
+3,109
+12% +$463K 3.45% 14
2024
Q2 		$3.96M Buy
25,291
+369
+1% +$58.8K 2.84% 12
2024
Q1 		$3.93M Buy
24,922
+5,331
+27% +$804K 3.09% 11
2023
Q4 		$2.92M Buy
+19,591
New +$2.96M 2.71% 13

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

McAlister Sweet & Associates's CVX Position: Q2 2025 in Review

McAlister Sweet & Associates sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,543 shares — an estimated $258K sold.

McAlister Sweet & Associates first reported a position in CVX in Q4 2023 and held it in 5 quarters. The position peaked at $4.18M in Q3 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • McAlister Sweet & Associates reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • McAlister Sweet & Associates sold 1,543 Chevron shares in Q2 2025, an estimated $258K.
  • McAlister Sweet & Associates first reported a position in Chevron in Q4 2023 and held it in 5 quarters.
  • McAlister Sweet & Associates's Chevron position peaked at $4.18M in Q3 2024.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on McAlister Sweet & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.