MADFP
CVX icon

Michael A Dubis Financial Planning’s Chevron CVX Stock Holding History

Michael A Dubis Financial Planning’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 		$239K Buy
1,427
+1
+0.1% +$157 0.23% 42
2024
Q4 		$206K Buy
+1,426
New +$218K 0.2% 47

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael A Dubis Financial Planning's CVX Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Chevron (CVX) stake by 0.07% in Q1 2025, buying an estimated $157 and bringing the position to 1,427 shares worth $239K. The position accounts for 0.23% of the portfolio, ranked #42.

Michael A Dubis Financial Planning first reported a position in CVX in Q4 2024 and has held it in 2 quarters since. 3,822 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Michael A Dubis Financial Planning held 1,427 shares of Chevron worth $239K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 1 Chevron share in Q1 2025, an estimated $157.
  • Chevron made up 0.23% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #42 holding.
  • Michael A Dubis Financial Planning first reported a position in Chevron in Q4 2024 and has held it in 2 quarters since.
  • 3,822 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.