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Petrus Trust Company’s Chevron CVX Stock Holding History

Petrus Trust Company’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
-2,106
Closed -$305K – 634
2024
Q4 		$305K Buy
+2,106
New +$322K 0.03% 419
2024
Q2 		– Sell
-2,769
Closed -$437K – 619
2024
Q1 		$437K Buy
2,769
+383
+16% +$57.8K 0.04% 273
2023
Q4 		$356K Buy
2,386
+960
+67% +$145K 0.03% 373
2023
Q3 		$240K Buy
+1,426
New +$230K 0.03% 478
2022
Q4 		– Sell
-2,710
Closed -$389K – 494
2022
Q3 		$389K Buy
+2,710
New +$413K 0.06% 40
2021
Q4 		– Sell
-2,915
Closed -$296K – 142
2021
Q3 		$296K Buy
+2,915
New +$291K 0.03% 49
2018
Q4 		– Sell
-2,720
Closed -$333K – 239
2018
Q3 		$333K Buy
2,720
+46
+2% +$5.58K 0.07% 84
2018
Q2 		$338K Buy
+2,674
New +$332K 0.07% 95

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

Petrus Trust Company's CVX Position: Q1 2025 in Review

Petrus Trust Company sold out of Chevron (CVX) in Q1 2025, closing a stake of 2,106 shares — an estimated $305K sold.

Petrus Trust Company first reported a position in CVX in Q2 2018 and held it in 8 quarters. The position peaked at $437K in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Petrus Trust Company reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,106 Chevron shares in Q1 2025, an estimated $305K.
  • Petrus Trust Company first reported a position in Chevron in Q2 2018 and held it in 8 quarters.
  • Petrus Trust Company's Chevron position peaked at $437K in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.