PrairieView Partners’s Chevron CVX Stock Holding History

PrairieView Partners’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	$192K	Hold	1,344	–	–	0.02%	123
2025 Q1	$224K	Sell	1,344 -78	-5%	-$12.2K	0.02%	114
2024 Q4	$205K	Hold	1,422	–	–	0.02%	117
2024 Q3	$209K	Sell	1,422 -4,000	-74%	-$595K	0.02%	117
2024 Q2	$848K	Buy	5,422 +3,993	+279%	+$637K	0.1%	67
2024 Q1	$226K	Hold	1,429	–	–	0.03%	107
2023 Q4	$213K	Buy	1,429 +509	+55%	+$77K	0.03%	107
2023 Q3	$155K	Sell	920 -141	-13%	-$22.8K	0.02%	115
2023 Q2	$166K	Buy	1,061 +150	+16%	+$24K	0.02%	126
2023 Q1	$148K	Hold	911	–	–	0.02%	122
2022 Q4	$163K	Hold	911	–	–	0.02%	117
2022 Q3	$131K	Sell	911 -150	-14%	-$22.9K	0.02%	118
2022 Q2	$154K	Buy	1,061 +150	+16%	+$24.8K	0.02%	115
2022 Q1	$148K	Sell	911 -44	-5%	-$6.31K	0.02%	124
2021 Q4	$112K	Sell	955 -69	-7%	-$7.84K	0.02%	142
2021 Q3	$104K	Buy	1,024 +228	+29%	+$22.7K	0.02%	132
2021 Q2	$83K	Hold	796	–	–	0.01%	139
2021 Q1	$83K	Hold	796	–	–	0.01%	134
2020 Q4	$67K	Hold	796	–	–	0.01%	138
2020 Q3	$57K	Hold	796	–	–	0.01%	133
2020 Q2	$71K	Hold	796	–	–	0.02%	121
2020 Q1	$58K	Buy	+796	New	+$78.7K	0.01%	127

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PrairieView Partners's CVX Position: Q2 2025 in Review

PrairieView Partners held its Chevron (CVX) position steady in Q2 2025 at 1,344 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #123.

PrairieView Partners first reported a position in CVX in Q1 2020 and has held it in 22 quarters since. The position peaked at $848K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

PrairieView Partners held 1,344 shares of Chevron worth $192K as of Q2 2025.
PrairieView Partners left its Chevron share count unchanged in Q2 2025.
Chevron made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #123 holding.
PrairieView Partners first reported a position in Chevron in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Chevron position peaked at $848K in Q2 2024.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.