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Smith Anglin Financial’s Chevron CVX Stock Holding History

Smith Anglin 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 		$935K Sell
6,531
-621
-9% -$87.5K 0.08% 88
2025
Q1 		$1.2M Buy
7,152
+367
+5% +$57.5K 0.13% 69
2024
Q4 		$983K Buy
6,785
+401
+6% +$61.4K 0.09% 78
2024
Q3 		$940K Buy
6,384
+275
+5% +$40.9K 0.09% 80
2024
Q2 		$956K Buy
6,109
+41
+0.7% +$6.54K 0.1% 75
2024
Q1 		$957K Buy
6,068
+127
+2% +$19.2K 0.1% 74
2023
Q4 		$886K Buy
5,941
+1,488
+33% +$225K 0.1% 76
2023
Q3 		$751K Sell
4,453
-160
-3% -$25.8K 0.09% 79
2023
Q2 		$726K Buy
4,613
+26
+0.6% +$4.17K 0.09% 81
2023
Q1 		$748K Buy
4,587
+30
+0.7% +$5.03K 0.11% 73
2022
Q4 		$818K Buy
4,557
+85
+2% +$14.8K 0.15% 61
2022
Q3 		$642K Sell
4,472
-99
-2% -$15.1K 0.14% 66
2022
Q2 		$662K Buy
4,571
+741
+19% +$122K 0.19% 57
2022
Q1 		$624K Sell
3,830
-608
-14% -$87.2K 0.14% 61
2021
Q4 		$521K Buy
4,438
+561
+14% +$63.7K 0.09% 82
2021
Q3 		$393K Buy
3,877
+639
+20% +$63.7K 0.08% 89
2021
Q2 		$339K Sell
3,238
-325
-9% -$34.3K 0.07% 106
2021
Q1 		$373K Buy
3,563
+375
+12% +$36.6K 0.08% 91
2020
Q4 		$269K Buy
+3,188
New +$258K 0.05% 105

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 $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Anglin Financial's CVX Position: Q2 2025 in Review

Smith Anglin Financial reduced its Chevron (CVX) stake by 8.7% in Q2 2025, selling an estimated $87.5K and leaving 6,531 shares worth $935K. The position accounts for 0.08% of the portfolio, ranked #88.

Smith Anglin Financial first reported a position in CVX in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Smith Anglin Financial held 6,531 shares of Chevron worth $935K as of Q2 2025.
  • Smith Anglin Financial sold 621 Chevron shares in Q2 2025, an estimated $87.5K.
  • Chevron made up 0.08% of Smith Anglin Financial's portfolio in Q2 2025, its #88 holding.
  • Smith Anglin Financial first reported a position in Chevron in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Chevron position peaked at $1.2M in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.