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Phraction Management’s Chevron CVX Stock Holding History

Phraction Management’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
-2,650
Closed -$443K – 76
2025
Q1 		$443K Hold
2,650
– – 0.15% 58
2024
Q4 		$384K Hold
2,650
– – 0.13% 58
2024
Q3 		$390K Hold
2,650
– – 0.14% 52
2024
Q2 		$415K Hold
2,650
– – 0.15% 50
2024
Q1 		$418K Buy
+2,650
New +$400K 0.16% 51

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

Phraction Management's CVX Position: Q2 2025 in Review

Phraction Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,650 shares — an estimated $443K sold.

Phraction Management first reported a position in CVX in Q1 2024 and held it in 5 quarters. The position peaked at $443K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Phraction Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Phraction Management sold 2,650 Chevron shares in Q2 2025, an estimated $443K.
  • Phraction Management first reported a position in Chevron in Q1 2024 and held it in 5 quarters.
  • Phraction Management's Chevron position peaked at $443K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Phraction Management's 13F filing for Q2 2025, filed 21 Jul 2025.