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Schechter Investment Advisors’s Chevron CVX Stock Holding History

Schechter Investment Advisors’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 		$2.32M Sell
13,893
-1,054
-7% -$165K 0.19% 106
2024
Q4 		$2.16M Buy
14,947
+782
+6% +$120K 0.17% 118
2024
Q3 		$2.09M Sell
14,165
-2,037
-13% -$303K 0.15% 126
2024
Q2 		$2.53M Buy
16,202
+368
+2% +$58.7K 0.19% 93
2024
Q1 		$2.5M Buy
15,834
+705
+5% +$106K 0.19% 100
2023
Q4 		$2.26M Buy
15,129
+698
+5% +$106K 0.2% 97
2023
Q3 		$2.43M Buy
14,431
+103
+0.7% +$16.6K 0.24% 79
2023
Q2 		$2.25M Sell
14,328
-233
-2% -$37.4K 0.2% 94
2023
Q1 		$2.38M Sell
14,561
-1,814
-11% -$304K 0.22% 88
2022
Q4 		$2.94M Buy
16,375
+830
+5% +$145K 0.27% 67
2022
Q3 		$2.23M Sell
15,545
-2,029
-12% -$309K 0.22% 82
2022
Q2 		$2.54M Sell
17,574
-1,201
-6% -$199K 0.25% 60
2022
Q1 		$3.06M Sell
18,775
-1,564
-8% -$224K 0.28% 55
2021
Q4 		$2.39M Buy
+20,339
New +$2.31M 0.22% 88

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

Schechter Investment Advisors's CVX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Chevron (CVX) stake by 7.1% in Q1 2025, selling an estimated $165K and leaving 13,893 shares worth $2.32M. The position accounts for 0.19% of the portfolio, ranked #106.

Schechter Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Schechter Investment Advisors held 13,893 shares of Chevron worth $2.32M as of Q1 2025.
  • Schechter Investment Advisors sold 1,054 Chevron shares in Q1 2025, an estimated $165K.
  • Chevron made up 0.19% of Schechter Investment Advisors's portfolio in Q1 2025, its #106 holding.
  • Schechter Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Chevron position peaked at $3.06M in Q1 2022.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.