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PCA Investment Advisory Services’s Chevron CVX Stock Holding History

PCA Investment Advisory Services’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
-1,681
Closed -$243K – 71
2024
Q4 		$243K Buy
1,681
+139
+9% +$21.3K 0.11% 120
2024
Q3 		$227K Buy
1,542
+220
+17% +$32.7K 0.11% 133
2024
Q2 		$207K Sell
1,322
-17
-1% -$2.71K 0.11% 133
2024
Q1 		$211K Buy
+1,339
New +$202K 0.12% 129
2023
Q3 		– Sell
-1,105
Closed -$174K – 178
2023
Q2 		$174K Buy
+1,105
New +$177K 0.1% 130

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

PCA Investment Advisory Services's CVX Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,681 shares — an estimated $243K sold.

PCA Investment Advisory Services first reported a position in CVX in Q2 2023 and held it in 5 quarters. The position peaked at $243K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,681 Chevron shares in Q1 2025, an estimated $243K.
  • PCA Investment Advisory Services first reported a position in Chevron in Q2 2023 and held it in 5 quarters.
  • PCA Investment Advisory Services's Chevron position peaked at $243K in Q4 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.