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Security National Bank of Sioux City Iowa’s Chevron CVX Stock Holding History

Security National Bank of Sioux City Iowa’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
-2,129
Closed -$308K – 91
2024
Q4 		$308K Hold
2,129
– – 0.22% 78
2024
Q3 		$314K Buy
2,129
+256
+14% +$38.1K 0.19% 88
2024
Q2 		$293K Hold
1,873
– – 0.21% 78
2024
Q1 		$295K Sell
1,873
-340
-15% -$51.3K 0.21% 77
2023
Q4 		$330K Sell
2,213
-100
-4% -$15.1K 0.25% 74
2023
Q3 		$390K Hold
2,313
– – 0.3% 66
2023
Q2 		$364K Buy
+2,313
New +$371K 0.27% 68
2022
Q4 		$499K Buy
2,779
+135
+5% +$23.6K 0.38% 64
2022
Q3 		$380K Buy
2,644
+123
+5% +$18.8K 0.34% 72
2022
Q2 		$365K Hold
2,521
– – 0.31% 71
2022
Q1 		$411K Buy
2,521
+150
+6% +$21.5K 0.31% 67
2021
Q4 		$278K Hold
2,371
– – 0.19% 80
2021
Q3 		$241K Buy
+2,371
New +$236K 0.19% 80
2021
Q2 		– Sell
-3,308
Closed -$347K – 100
2021
Q1 		$347K Buy
3,308
+65
+2% +$6.35K 0.28% 73
2020
Q4 		$274K Buy
3,243
+397
+14% +$32.1K 0.23% 77
2020
Q3 		$204K Sell
2,846
-720
-20% -$60.6K 0.19% 80
2020
Q2 		$318K Buy
3,566
+100
+3% +$8.95K 0.34% 62
2020
Q1 		$251K Hold
3,466
– – 0.32% 62
2019
Q4 		$418K Buy
3,466
+188
+6% +$22.1K 0.41% 61
2019
Q3 		$389K Hold
3,278
– – 0.45% 59
2019
Q2 		$408K Hold
3,278
– – 0.48% 58
2019
Q1 		$404K Sell
3,278
-90
-3% -$10.6K 0.47% 60
2018
Q4 		$366K Hold
3,368
– – 0.38% 61
2018
Q3 		$412K Buy
3,368
+190
+6% +$23.1K 0.36% 66
2018
Q2 		$402K Sell
3,178
-11,770
-79% -$1.46M 0.38% 66
2018
Q1 		$1.71M Sell
14,948
-10
-0.1% -$1.2K 1.6% 21
2017
Q4 		$1.87M Buy
14,958
+430
+3% +$51K 1.7% 18
2017
Q3 		$1.71M Sell
14,528
-174
-1% -$19K 1.67% 17
2017
Q2 		$1.53M Sell
14,702
-340
-2% -$36K 1.5% 21
2017
Q1 		$1.62M Buy
15,042
+4,396
+41% +$493K 1.59% 16
2016
Q4 		$1.25M Sell
10,646
-418
-4% -$45.5K 1.3% 33
2016
Q3 		$1.14M Buy
11,064
+146
+1% +$14.9K 1.27% 36
2016
Q2 		$1.14M Buy
10,918
+1,088
+11% +$109K 1.29% 37
2016
Q1 		$938K Sell
9,830
-1,640
-14% -$143K 1.1% 42
2015
Q4 		$1.03M Sell
11,470
-895
-7% -$80.7K 1.02% 48
2015
Q3 		$975K Buy
12,365
+666
+6% +$56.1K 1.15% 48
2015
Q2 		$1.13M Buy
11,699
+170
+1% +$17.9K 1.23% 45
2015
Q1 		$1.21M Buy
11,529
+791
+7% +$84.4K 1.3% 40
2014
Q4 		$1.2M Sell
10,738
-27
-0.3% -$3.07K 1.35% 38
2014
Q3 		$1.28M Buy
10,765
+150
+1% +$19.1K 1.44% 34
2014
Q2 		$1.39M Buy
10,615
+34
+0.3% +$4.23K 1.57% 30
2014
Q1 		$1.26M Buy
10,581
+120
+1% +$14K 1.47% 34
2013
Q4 		$1.31M Buy
10,461
+2,068
+25% +$250K 1.58% 29
2013
Q3 		$1.02M Buy
8,393
+1,660
+25% +$204K 1.48% 33
2013
Q2 		$797K Buy
+6,733
New +$814K 1.25% 41

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Bank of Sioux City Iowa's CVX Position: Q1 2025 in Review

Security National Bank of Sioux City Iowa sold out of Chevron (CVX) in Q1 2025, closing a stake of 2,129 shares — an estimated $308K sold.

Security National Bank of Sioux City Iowa first reported a position in CVX in Q2 2013 and held it in 45 quarters. The position peaked at $1.87M in Q4 2017. 3,819 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Security National Bank of Sioux City Iowa reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 2,129 Chevron shares in Q1 2025, an estimated $308K.
  • Security National Bank of Sioux City Iowa first reported a position in Chevron in Q2 2013 and held it in 45 quarters.
  • Security National Bank of Sioux City Iowa's Chevron position peaked at $1.87M in Q4 2017.
  • 3,819 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2025, filed 20 May 2025.