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Occudo Quantitative Strategies’s Chevron CVX Stock Holding History

Occudo Quantitative Strategies’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
-2,078
Closed -$345K – 683
2025
Q1 		$345K Buy
+2,078
New +$325K 0.05% 446
2024
Q2 		– Sell
-2,533
Closed -$400K – 798
2024
Q1 		$400K Buy
+2,533
New +$382K 0.07% 372
2022
Q1 		– Sell
-9,517
Closed -$1.12M – 1159
2021
Q4 		$1.12M Sell
9,517
-2,329
-20% -$265K 0.1% 321
2021
Q3 		$1.2M Buy
+11,846
New +$1.18M 0.14% 213
2021
Q2 		– Sell
-3,254
Closed -$341K – 905
2021
Q1 		$341K Buy
+3,254
New +$318K 0.07% 449

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

Occudo Quantitative Strategies's CVX Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,078 shares — an estimated $345K sold.

Occudo Quantitative Strategies first reported a position in CVX in Q1 2021 and held it in 5 quarters. The position peaked at $1.2M in Q3 2021. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,078 Chevron shares in Q2 2025, an estimated $345K.
  • Occudo Quantitative Strategies first reported a position in Chevron in Q1 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Chevron position peaked at $1.2M in Q3 2021.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.