Sara-Bay Financial’s Chevron CVX Stock Holding History

Sara-Bay 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 Q2	–	Sell	-1,799	Closed	-$299K	–	80
2025 Q1	$299K	Sell	1,799 -332	-16%	-$52K	0.13%	65
2024 Q4	$305K	Sell	2,131 -200	-9%	-$30.6K	0.11%	72
2024 Q3	$343K	Sell	2,331 -703	-23%	-$105K	0.12%	69
2024 Q2	$475K	Buy	3,034 +1,103	+57%	+$176K	0.19%	63
2024 Q1	$307K	Hold	1,931	–	–	0.14%	73
2023 Q4	$288K	Hold	1,931	–	–	0.14%	71
2023 Q3	$326K	Hold	1,931	–	–	0.17%	62
2023 Q2	$304K	Hold	1,931	–	–	0.15%	64
2023 Q1	$315K	Hold	1,931	–	–	0.16%	62
2022 Q4	$347K	Hold	1,931	–	–	0.2%	61
2022 Q3	$277K	Hold	1,931	–	–	0.15%	67
2022 Q2	$280K	Hold	1,931	–	–	0.14%	70
2022 Q1	$314K	Hold	1,931	–	–	0.12%	66
2021 Q4	$227K	Buy	+1,931	New	+$219K	0.07%	74
2021 Q3	–	Sell	-1,931	Closed	-$202K	–	81
2021 Q2	$202K	Sell	1,931 -50	-3%	-$5.28K	0.08%	77
2021 Q1	$208K	Buy	+1,981	New	+$193K	0.08%	75

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

Sara-Bay Financial's CVX Position: Q2 2025 in Review

Sara-Bay Financial sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,799 shares — an estimated $299K sold.

Sara-Bay Financial first reported a position in CVX in Q1 2021 and held it in 16 quarters. The position peaked at $475K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Sara-Bay Financial reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Sara-Bay Financial sold 1,799 Chevron shares in Q2 2025, an estimated $299K.
Sara-Bay Financial first reported a position in Chevron in Q1 2021 and held it in 16 quarters.
Sara-Bay Financial's Chevron position peaked at $475K in Q2 2024.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Sara-Bay Financial's 13F filing for Q2 2025, filed 15 Jul 2025.