Proquility Private Wealth Partners’s Chevron CVX Stock Holding History

Proquility Private Wealth 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 Q1	$2.31M	Buy	13,792 +1,611	+13%	+$252K	0.71%	46
2024 Q4	$1.76M	Sell	12,181 -1,578	-11%	-$242K	0.57%	51
2024 Q3	$2.03M	Buy	13,759 +1,847	+16%	+$275K	0.65%	46
2024 Q2	$1.86M	Buy	11,912 +170	+1%	+$27.1K	0.64%	47
2024 Q1	$1.85M	Buy	11,742 +1,808	+18%	+$273K	0.63%	47
2023 Q4	$1.48M	Sell	9,934 -472	-5%	-$71.4K	0.56%	53
2023 Q3	$1.75M	Sell	10,406 -19	-0.2%	-$3.07K	0.72%	42
2023 Q2	$1.64M	Buy	10,425 +20	+0.2%	+$3.21K	0.64%	51
2023 Q1	$1.7M	Sell	10,405 -2,791	-21%	-$468K	0.67%	50
2022 Q4	$2.37M	Buy	13,196 +113	+0.9%	+$19.7K	0.97%	36
2022 Q3	$1.88M	Sell	13,083 -113	-0.9%	-$17.2K	0.87%	45
2022 Q2	$1.91M	Sell	13,196 -36	-0.3%	-$5.95K	0.82%	45
2022 Q1	$2.18M	Sell	13,232 -789	-6%	-$113K	0.91%	40
2021 Q4	$1.91M	Sell	14,021 -1,975	-12%	-$224K	0.67%	51
2021 Q3	$1.62M	Buy	15,996 +489	+3%	+$48.8K	0.61%	57
2021 Q2	$1.62M	Buy	15,507 +565	+4%	+$59.6K	0.61%	58
2021 Q1	$1.57M	Buy	14,942 +8,737	+141%	+$853K	0.62%	57
2020 Q4	$524K	Buy	+6,205	New	+$502K	0.24%	72

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Proquility Private Wealth Partners's CVX Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Chevron (CVX) stake by 13% in Q1 2025, buying an estimated $252K and bringing the position to 13,792 shares worth $2.31M. The position accounts for 0.71% of the portfolio, ranked #46.

Proquility Private Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.37M in Q4 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Proquility Private Wealth Partners held 13,792 shares of Chevron worth $2.31M as of Q1 2025.
Proquility Private Wealth Partners bought 1,611 Chevron shares in Q1 2025, an estimated $252K.
Chevron made up 0.71% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #46 holding.
Proquility Private Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
Proquility Private Wealth Partners's Chevron position peaked at $2.37M in Q4 2022.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.