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Orion Portfolio Solutions’s Chevron CVX Stock Holding History

Orion Portfolio 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 		$24.8M Buy
148,236
+8,505
+6% +$1.33M 0.24% 76
2024
Q4 		$20.2M Sell
139,731
-24,409
-15% -$3.74M 0.2% 94
2024
Q3 		$24.2M Sell
164,140
-16,071
-9% -$2.39M 0.24% 75
2024
Q2 		$28.2M Buy
180,211
+16,748
+10% +$2.67M 0.3% 58
2024
Q1 		$25.8M Buy
+163,463
New +$24.7M 0.28% 64
2023
Q4 		– Sell
-138,454
Closed -$23.3M – 1664
2023
Q3 		$23.3M Sell
138,454
-15,861
-10% -$2.56M 0.28% 66
2023
Q2 		$24.3M Sell
154,315
-4,092
-3% -$656K 0.26% 68
2023
Q1 		$25.8M Buy
158,407
+112,543
+245% +$18.9M 0.32% 55
2022
Q4 		$8.23M Buy
45,864
+10,316
+29% +$1.8M 0.29% 58
2022
Q3 		$5.11M Buy
35,548
+17,871
+101% +$2.73M 0.2% 81
2022
Q2 		$2.56M Sell
17,677
-571
-3% -$94.4K 0.1% 130
2022
Q1 		$2.97M Sell
18,248
-599
-3% -$85.9K 0.1% 127
2021
Q4 		$2.21M Buy
18,847
+867
+5% +$98.5K 0.07% 164
2021
Q3 		$1.82M Buy
17,980
+4,239
+31% +$423K 0.07% 175
2021
Q2 		$1.44M Buy
13,741
+835
+6% +$88.1K 0.06% 182
2021
Q1 		$1.35M Sell
12,906
-210
-2% -$20.5K 0.06% 167
2020
Q4 		$1.11M Sell
13,116
-2,915
-18% -$236K 0.05% 193
2020
Q3 		$1.15M Sell
16,031
-856
-5% -$72K 0.06% 172
2020
Q2 		$1.51M Buy
16,887
+4,005
+31% +$359K 0.08% 119
2020
Q1 		$933K Sell
12,882
-1,400
-10% -$138K 0.06% 134
2019
Q4 		$1.72M Buy
+14,282
New +$1.68M 0.14% 103

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

Orion Portfolio Solutions's CVX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Chevron (CVX) stake by 6.1% in Q1 2025, buying an estimated $1.33M and bringing the position to 148,236 shares worth $24.8M. The position accounts for 0.24% of the portfolio, ranked #76.

Orion Portfolio Solutions first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $28.2M in Q2 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Orion Portfolio Solutions held 148,236 shares of Chevron worth $24.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,505 Chevron shares in Q1 2025, an estimated $1.33M.
  • Chevron made up 0.24% of Orion Portfolio Solutions's portfolio in Q1 2025, its #76 holding.
  • Orion Portfolio Solutions first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Chevron position peaked at $28.2M in Q2 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.