Sherbrooke Park Advisers’s Chevron CVX Stock Holding History

Sherbrooke Park Advisers’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	–	Sell	-2,818	Closed	-$471K	–	570
2025 Q1	$471K	Buy	2,818 +131	+5%	+$20.5K	0.22%	152
2024 Q4	$389K	Buy	+2,687	New	+$411K	0.12%	293
2024 Q3	–	Sell	-3,779	Closed	-$591K	–	972
2024 Q2	$591K	Buy	3,779 +2,063	+120%	+$329K	0.1%	341
2024 Q1	$271K	Buy	+1,716	New	+$259K	0.05%	609
2023 Q1	–	Sell	-4,500	Closed	-$808K	–	212
2022 Q4	$808K	Buy	+4,500	New	+$785K	0.59%	37

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

Sherbrooke Park Advisers's CVX Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,818 shares — an estimated $471K sold.

Sherbrooke Park Advisers first reported a position in CVX in Q4 2022 and held it in 5 quarters. The position peaked at $808K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 2,818 Chevron shares in Q2 2025, an estimated $471K.
Sherbrooke Park Advisers first reported a position in Chevron in Q4 2022 and held it in 5 quarters.
Sherbrooke Park Advisers's Chevron position peaked at $808K in Q4 2022.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.