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Safeguard Financial’s Chevron CVX Stock Holding History

Safeguard Financial’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
-1,635
Closed -$237K – 106
2024
Q4 		$237K Sell
1,635
-1,091
-40% -$167K 0.05% 100
2024
Q3 		$401K Buy
2,726
+349
+15% +$51.9K 0.09% 79
2024
Q2 		$372K Buy
2,377
+1,044
+78% +$166K 0.1% 73
2024
Q1 		$210K Buy
+1,333
New +$201K 0.07% 77
2023
Q4 		– Sell
-1,256
Closed -$212K – 80
2023
Q3 		$212K Sell
1,256
-19
-1% -$3.07K 0.1% 66
2023
Q2 		$200K Buy
1,275
+21
+2% +$3.37K 0.1% 69
2023
Q1 		$205K Buy
+1,254
New +$210K 0.12% 67

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

Safeguard Financial's CVX Position: Q1 2025 in Review

Safeguard Financial sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,635 shares — an estimated $237K sold.

Safeguard Financial first reported a position in CVX in Q1 2023 and held it in 7 quarters. The position peaked at $401K in Q3 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Safeguard Financial reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Safeguard Financial sold 1,635 Chevron shares in Q1 2025, an estimated $237K.
  • Safeguard Financial first reported a position in Chevron in Q1 2023 and held it in 7 quarters.
  • Safeguard Financial's Chevron position peaked at $401K in Q3 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.