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Sandy Spring Bank’s Chevron CVX Stock Holding History

Sandy Spring Bank’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 		$5.44M Sell
32,536
-1,484
-4% -$232K 0.23% 99
2024
Q4 		$4.93M Sell
34,020
-932
-3% -$143K 0.2% 107
2024
Q3 		$5.15M Sell
34,952
-948
-3% -$141K 0.21% 104
2024
Q2 		$5.62M Sell
35,900
-381
-1% -$60.8K 0.25% 83
2024
Q1 		$5.72M Sell
36,281
-1,826
-5% -$276K 0.26% 83
2023
Q4 		$5.68M Sell
38,107
-437
-1% -$66.1K 0.28% 82
2023
Q3 		$6.5M Sell
38,544
-439
-1% -$70.9K 0.36% 66
2023
Q2 		$6.13M Sell
38,983
-169
-0.4% -$27.1K 0.33% 72
2023
Q1 		$6.39M Sell
39,152
-24
-0.1% -$4.02K 0.36% 63
2022
Q4 		$7.03M Sell
39,176
-1,317
-3% -$230K 0.42% 60
2022
Q3 		$5.82M Sell
40,493
-1,047
-3% -$160K 0.37% 64
2022
Q2 		$6.01M Sell
41,540
-346
-0.8% -$57.2K 0.36% 70
2022
Q1 		$6.82M Sell
41,886
-529
-1% -$75.9K 0.35% 71
2021
Q4 		$4.98M Sell
42,415
-231
-0.5% -$26.2K 0.24% 100
2021
Q3 		$4.33M Sell
42,646
-3,204
-7% -$320K 0.23% 104
2021
Q2 		$4.8M Sell
45,850
-1,124
-2% -$119K 0.25% 97
2021
Q1 		$4.92M Sell
46,974
-3,093
-6% -$302K 0.28% 91
2020
Q4 		$4.23M Sell
50,067
-6,324
-11% -$512K 0.26% 100
2020
Q3 		$4.06M Sell
56,391
-8,471
-13% -$712K 0.28% 94
2020
Q2 		$5.79M Sell
64,862
-3,984
-6% -$357K 0.43% 57
2020
Q1 		$4.99M Sell
68,846
-2,694
-4% -$266K 0.45% 52
2019
Q4 		$8.62M Sell
71,540
-3,550
-5% -$418K 0.63% 36
2019
Q3 		$8.91M Buy
75,090
+3,107
+4% +$377K 0.7% 32
2019
Q2 		$8.96M Buy
71,983
+1,217
+2% +$147K 0.72% 31
2019
Q1 		$8.72M Sell
70,766
-2,866
-4% -$339K 0.74% 31
2018
Q4 		$8.01M Sell
73,632
-224
-0.3% -$25.9K 0.77% 31
2018
Q3 		$9.03M Sell
73,856
-237
-0.3% -$28.8K 0.74% 32
2018
Q2 		$9.37M Sell
74,093
-2,949
-4% -$366K 0.81% 30
2018
Q1 		$8.79M Buy
77,042
+5,113
+7% +$611K 0.78% 32
2017
Q4 		$9.01M Buy
71,929
+677
+1% +$80.3K 0.82% 27
2017
Q3 		$8.37M Buy
71,252
+619
+0.9% +$67.6K 0.8% 27
2017
Q2 		$7.47M Sell
70,633
-1,135
-2% -$120K 0.73% 32
2017
Q1 		$7.81M Sell
71,768
-574
-0.8% -$64.4K 0.78% 27
2016
Q4 		$8.62M Buy
72,342
+3,118
+5% +$340K 0.89% 22
2016
Q3 		$7.22M Buy
69,224
+3,748
+6% +$383K 0.77% 29
2016
Q2 		$6.96M Sell
65,476
-3,158
-5% -$318K 0.79% 27
2016
Q1 		$6.55M Sell
68,634
-11,560
-14% -$1.01M 0.75% 29
2015
Q4 		$7.21M Buy
80,194
+63
+0.1% +$5.68K 0.84% 26
2015
Q3 		$6.32M Buy
80,131
+158
+0.2% +$13.3K 0.77% 30
2015
Q2 		$7.71M Buy
79,973
+3,673
+5% +$386K 0.87% 26
2015
Q1 		$8.01M Sell
76,300
-1,261
-2% -$135K 0.93% 23
2014
Q4 		$8.7M Buy
77,561
+1,186
+2% +$135K 1.04% 19
2014
Q3 		$9.11M Buy
76,375
+377
+0.5% +$48.1K 1.12% 18
2014
Q2 		$9.92M Sell
75,998
-842
-1% -$105K 1.24% 15
2014
Q1 		$9.14M Buy
76,840
+426
+0.6% +$49.5K 1.41% 11
2013
Q4 		$9.54M Sell
76,414
-1,611
-2% -$195K 1.35% 12
2013
Q3 		$9.48M Sell
78,025
-719
-0.9% -$88.4K 1.41% 11
2013
Q2 		$9.32M Buy
+78,744
New +$9.52M 1.46% 10

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

Sandy Spring Bank's CVX Position: Q1 2025 in Review

Sandy Spring Bank reduced its Chevron (CVX) stake by 4.4% in Q1 2025, selling an estimated $232K and leaving 32,536 shares worth $5.44M. The position accounts for 0.23% of the portfolio, ranked #99.

Sandy Spring Bank first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.92M in Q2 2014. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Sandy Spring Bank held 32,536 shares of Chevron worth $5.44M as of Q1 2025.
  • Sandy Spring Bank sold 1,484 Chevron shares in Q1 2025, an estimated $232K.
  • Chevron made up 0.23% of Sandy Spring Bank's portfolio in Q1 2025, its #99 holding.
  • Sandy Spring Bank first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Chevron position peaked at $9.92M in Q2 2014.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.