Scott Marsh Financial’s Chevron CVX Stock Holding History

Scott Marsh 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	$1.27M	Buy	+8,902	New	+$1.25M	0.47%	64

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

Scott Marsh Financial's CVX Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Chevron (CVX) in Q2 2025: 8,902 shares worth $1.27M. The stake represents 0.47% of the portfolio and ranks #64 among its holdings.

3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Scott Marsh Financial held 8,902 shares of Chevron worth $1.27M as of Q2 2025.
Chevron was a new Scott Marsh Financial position in Q2 2025.
Chevron made up 0.47% of Scott Marsh Financial's portfolio in Q2 2025, its #64 holding.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.