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Obsidian Personal Planning Solutions’s Chevron CVX Stock Holding History

Obsidian Personal Planning Solutions’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 		– Sell
-1,376
Closed -$205K – 107
2024
Q4 		$205K Sell
1,376
-273
-17% -$41.8K 0.1% 103
2024
Q3 		$245K Sell
1,649
-8
-0.5% -$1.19K 0.13% 79
2024
Q2 		$259K Buy
1,657
+8
+0.5% +$1.28K 0.16% 68
2024
Q1 		$266K Buy
+1,649
New +$249K 0.17% 66
2023
Q4 		– Sell
-1,212
Closed -$204K – 83
2023
Q3 		$204K Buy
+1,212
New +$196K 0.17% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obsidian Personal Planning Solutions's CVX Position: Q1 2025 in Review

Obsidian Personal Planning Solutions sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,376 shares — an estimated $205K sold.

Obsidian Personal Planning Solutions first reported a position in CVX in Q3 2023 and held it in 5 quarters. The position peaked at $266K in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Obsidian Personal Planning Solutions reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 1,376 Chevron shares in Q1 2025, an estimated $205K.
  • Obsidian Personal Planning Solutions first reported a position in Chevron in Q3 2023 and held it in 5 quarters.
  • Obsidian Personal Planning Solutions's Chevron position peaked at $266K in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2025, filed 16 May 2025.