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Petra Financial Advisors’s Chevron CVX Stock Holding History

Petra Financial 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
Q1 		– Sell
-1,537
Closed -$223K – 125
2024
Q4 		$223K Sell
1,537
-151
-9% -$23.1K 0.15% 130
2024
Q3 		$249K Buy
+1,688
New +$251K 0.16% 121
2023
Q4 		– Sell
-1,504
Closed -$254K – 117
2023
Q3 		$254K Buy
1,504
+225
+18% +$36.3K 0.21% 103
2023
Q2 		$201K Hold
1,279
– – 0.18% 102
2023
Q1 		$209K Hold
1,279
– – 0.21% 75
2022
Q4 		$230K Buy
+1,279
New +$223K 0.25% 85

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

Petra Financial Advisors's CVX Position: Q1 2025 in Review

Petra Financial Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,537 shares — an estimated $223K sold.

Petra Financial Advisors first reported a position in CVX in Q4 2022 and held it in 6 quarters. The position peaked at $254K in Q3 2023. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Petra Financial Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 1,537 Chevron shares in Q1 2025, an estimated $223K.
  • Petra Financial Advisors first reported a position in Chevron in Q4 2022 and held it in 6 quarters.
  • Petra Financial Advisors's Chevron position peaked at $254K in Q3 2023.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Petra Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.