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Standard Family Office’s Chevron CVX Stock Holding History

Standard Family Office’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
-378
Closed -$54.8K – 34
2024
Q4 		$54.8K Sell
378
-504
-57% -$77.1K 0.07% 29
2024
Q3 		$130K Hold
882
– – 0.16% 20
2024
Q2 		$138K Hold
882
– – 0.18% 17
2024
Q1 		$139K Buy
+882
New +$133K 0.19% 17
2022
Q4 		– Sell
-900
Closed -$129K – 110
2022
Q3 		$129K Buy
+900
New +$137K 0.06% 61
2021
Q3 		– Sell
-2,085
Closed -$218K – 181
2021
Q2 		$218K Hold
2,085
– – 0.05% 142
2021
Q1 		$218K Sell
2,085
-400
-16% -$39.1K 0.05% 115
2020
Q4 		$210K Buy
+2,485
New +$201K 0.05% 120

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's CVX Position: Q1 2025 in Review

Standard Family Office sold out of Chevron (CVX) in Q1 2025, closing a stake of 378 shares — an estimated $54.8K sold.

Standard Family Office first reported a position in CVX in Q4 2020 and held it in 8 quarters. The position peaked at $218K in Q2 2021. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Standard Family Office reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Standard Family Office sold 378 Chevron shares in Q1 2025, an estimated $54.8K.
  • Standard Family Office first reported a position in Chevron in Q4 2020 and held it in 8 quarters.
  • Standard Family Office's Chevron position peaked at $218K in Q2 2021.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Standard Family Office's 13F filing for Q1 2025, filed 13 May 2025.