Sugar Maple Asset Management’s Chevron CVX Stock Holding History

Sugar Maple Asset Management’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	-169	Closed	-$24.5K	–	160
2024 Q4	$24.5K	Buy	+169	New	+$25.9K	0.02%	165

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugar Maple Asset Management's CVX Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 169 shares — an estimated $24.5K sold.

Sugar Maple Asset Management first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $24.5K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Sugar Maple Asset Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 169 Chevron shares in Q1 2025, an estimated $24.5K.
Sugar Maple Asset Management first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
Sugar Maple Asset Management's Chevron position peaked at $24.5K in Q4 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.