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NBW Capital’s Chevron CVX Stock Holding History

NBW 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
Q2 		$616K Buy
4,303
+142
+3% +$20K 0.13% 73
2025
Q1 		$696K Buy
+4,161
New +$651K 0.15% 74
2024
Q2 		– Sell
-1,369
Closed -$216K – 105
2024
Q1 		$216K Buy
+1,369
New +$207K 0.04% 108
2023
Q4 		– Sell
-1,411
Closed -$238K – 110
2023
Q3 		$238K Sell
1,411
-89
-6% -$14.4K 0.06% 88
2023
Q2 		$236K Buy
1,500
+267
+22% +$42.8K 0.06% 106
2023
Q1 		$201K Buy
1,233
+97
+9% +$16.3K 0.05% 108
2022
Q4 		$204K Buy
+1,136
New +$198K 0.05% 99
2022
Q2 		– Sell
-1,313
Closed -$214K – 86
2022
Q1 		$214K Buy
+1,313
New +$188K 0.05% 79

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

NBW Capital's CVX Position: Q2 2025 in Review

NBW Capital increased its Chevron (CVX) stake by 3.4% in Q2 2025, buying an estimated $20K and bringing the position to 4,303 shares worth $616K. The position accounts for 0.13% of the portfolio, ranked #73.

NBW Capital first reported a position in CVX in Q1 2022 and has held it in 8 quarters since. The position peaked at $696K in Q1 2025. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • NBW Capital held 4,303 shares of Chevron worth $616K as of Q2 2025.
  • NBW Capital bought 142 Chevron shares in Q2 2025, an estimated $20K.
  • Chevron made up 0.13% of NBW Capital's portfolio in Q2 2025, its #73 holding.
  • NBW Capital first reported a position in Chevron in Q1 2022 and has held it in 8 quarters since.
  • NBW Capital's Chevron position peaked at $696K in Q1 2025.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.