Novus Advisors’s Chevron CVX Stock Holding History

Novus Advisors’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	-1,539	Closed	-$257K	–	89
2025 Q1	$257K	Sell	1,539 -2	-0.1%	-$313	0.26%	95
2024 Q4	$223K	Buy	+1,541	New	+$236K	0.22%	98

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novus Advisors's CVX Position: Q2 2025 in Review

Novus Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,539 shares — an estimated $257K sold.

Novus Advisors first reported a position in CVX in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Novus Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Novus Advisors sold 1,539 Chevron shares in Q2 2025, an estimated $257K.
Novus Advisors first reported a position in Chevron in Q4 2024 and held it in 2 quarters.
Novus Advisors's Chevron position peaked at $257K in Q1 2025.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.