NCM
CVX icon

Next Capital Management’s Chevron CVX Stock Holding History

Next Capital Management’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
-1,213
Closed -$203K – 138
2025
Q1 		$203K Sell
1,213
-912
-43% -$143K 0.1% 110
2024
Q4 		$308K Buy
2,125
+357
+20% +$54.6K 0.12% 109
2024
Q3 		$260K Sell
1,768
-244
-12% -$36.3K 0.11% 111
2024
Q2 		$315K Buy
2,012
+375
+23% +$59.8K 0.13% 103
2024
Q1 		$258K Buy
+1,637
New +$247K 0.1% 123
2019
Q3 		– Sell
-415
Closed -$52K – 384
2019
Q2 		$52K Buy
+415
New +$50.2K 0.03% 158

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

Next Capital Management's CVX Position: Q2 2025 in Review

Next Capital Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,213 shares — an estimated $203K sold.

Next Capital Management first reported a position in CVX in Q2 2019 and held it in 6 quarters. The position peaked at $315K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Next Capital Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Next Capital Management sold 1,213 Chevron shares in Q2 2025, an estimated $203K.
  • Next Capital Management first reported a position in Chevron in Q2 2019 and held it in 6 quarters.
  • Next Capital Management's Chevron position peaked at $315K in Q2 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Next Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.