Scientech Research LLC’s Chevron CVX Stock Holding History

Scientech Research LLC’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	-2,486	Closed	-$360K	–	618
2024 Q4	$360K	Buy	+2,486	New	+$381K	0.1%	381
2024 Q3	–	Sell	-5,003	Closed	-$783K	–	661
2024 Q2	$783K	Buy	5,003 +2,849	+132%	+$454K	0.16%	231
2024 Q1	$340K	Buy	+2,154	New	+$325K	0.18%	256

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

Scientech Research LLC's CVX Position: Q1 2025 in Review

Scientech Research LLC sold out of Chevron (CVX) in Q1 2025, closing a stake of 2,486 shares — an estimated $360K sold.

Scientech Research LLC first reported a position in CVX in Q1 2024 and held it in 3 quarters. The position peaked at $783K in Q2 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Scientech Research LLC reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Scientech Research LLC sold 2,486 Chevron shares in Q1 2025, an estimated $360K.
Scientech Research LLC first reported a position in Chevron in Q1 2024 and held it in 3 quarters.
Scientech Research LLC's Chevron position peaked at $783K in Q2 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Scientech Research LLC's 13F filing for Q1 2025, filed 15 May 2025.