Semmax Financial Advisors’s Chevron CVX Stock Holding History

Semmax Financial 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 Q2	$941K	Buy	6,068 +483	+9%	+$68.1K	0.24%	97
2025 Q1	$774K	Sell	5,585 -32	-0.6%	-$5.01K	0.21%	102
2024 Q4	$876K	Buy	5,617 +274	+5%	+$41.9K	0.23%	103
2024 Q3	$830K	Buy	5,343 +134	+3%	+$19.9K	0.23%	97
2024 Q2	$751K	Buy	5,209 +932	+22%	+$149K	0.23%	98
2024 Q1	$704K	Buy	4,277 +590	+16%	+$89K	0.23%	92
2023 Q4	$555K	Buy	3,687 +400	+12%	+$60.5K	0.2%	88
2023 Q3	$473K	Buy	+3,287	New	+$531K	0.19%	83
2022 Q4	$91K	Hold	506	–	–	0.04%	100
2022 Q3	$94K	Hold	506	–	–	0.04%	97
2022 Q2	$79K	Sell	506 -54	-10%	-$8.93K	0.03%	104
2022 Q1	$91K	Hold	560	–	–	0.04%	115
2021 Q4	$66K	Buy	560 +1	+0.2%	+$114	0.02%	120
2021 Q3	$57K	Hold	559	–	–	0.02%	120
2021 Q2	$59K	Buy	559 +1	+0.2%	+$106	0.02%	120
2021 Q1	$58K	Buy	558 +52	+10%	+$5.08K	0.02%	121
2020 Q4	$43K	Sell	506 -255	-34%	-$20.6K	0.02%	129
2020 Q3	$55K	Hold	761	–	–	0.03%	110
2020 Q2	$68K	Sell	761 -11	-1%	-$985	0.04%	103
2020 Q1	$56K	Sell	772 -13	-2%	-$1.28K	0.04%	106
2019 Q4	$95K	Sell	785 -14	-2%	-$1.65K	0.05%	101
2019 Q3	$95K	Sell	799 -66	-8%	-$8.02K	0.06%	98
2019 Q2	$108K	Sell	865 -4,485	-84%	-$542K	0.07%	97
2019 Q1	$659K	Buy	5,350 +1,786	+50%	+$211K	0.46%	60
2018 Q4	$388K	Buy	+3,564	New	+$413K	0.3%	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

Semmax Financial Advisors's CVX Position: Q2 2025 in Review

Semmax Financial Advisors increased its Chevron (CVX) stake by 8.6% in Q2 2025, buying an estimated $68.1K and bringing the position to 6,068 shares worth $941K. The position accounts for 0.24% of the portfolio, ranked #97.

Semmax Financial Advisors first reported a position in CVX in Q4 2018 and has held it in 25 quarters since. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Semmax Financial Advisors held 6,068 shares of Chevron worth $941K as of Q2 2025.
Semmax Financial Advisors bought 483 Chevron shares in Q2 2025, an estimated $68.1K.
Chevron made up 0.24% of Semmax Financial Advisors's portfolio in Q2 2025, its #97 holding.
Semmax Financial Advisors first reported a position in Chevron in Q4 2018 and has held it in 25 quarters since.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.