Susquehanna Fundamental Investments’s Chevron CVX Stock Holding History

Susquehanna Fundamental Investments’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	-117,063	Closed	-$19.6M	–	794
2025 Q1	$19.6M	Hold	117,063	–	–	0.27%	80
2024 Q4	$17M	Buy	+117,063	New	+$17.9M	0.24%	98
2024 Q2	$7.92M	Hold	50,655	–	–	0.18%	151
2024 Q1	$7.99M	Buy	+50,655	New	+$7.64M	0.37%	70
2022 Q4	–	Sell	-41,476	Closed	-$5.96M	–	1257
2022 Q3	$5.96M	Buy	+41,476	New	+$6.33M	0.1%	283
2022 Q1	$39.7M	Buy	243,552 +41,440	+21%	+$5.94M	0.77%	5
2021 Q4	$23.7M	Hold	202,112	–	–	0.62%	17
2021 Q3	$20.5M	Buy	202,112 +110,839	+121%	+$11.1M	0.38%	28
2021 Q2	$9.56M	Buy	+91,273	New	+$9.64M	0.17%	147
2020 Q1	–	Sell	-20,800	Closed	-$2.51M	–	324
2019 Q4	$2.51M	Sell	20,800 -101,750	-83%	-$12M	0.33%	100
2019 Q3	$14.5M	Buy	122,550 +53,750	+78%	+$6.53M	1.77%	3
2019 Q2	$8.56M	Buy	68,800 +14,900	+28%	+$1.8M	1%	18
2019 Q1	$6.64M	Buy	53,900 +20,000	+59%	+$2.37M	0.76%	31
2018 Q4	$3.69M	Buy	+33,900	New	+$3.93M	0.65%	41

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

Susquehanna Fundamental Investments's CVX Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Chevron (CVX) in Q2 2025, closing a stake of 117,063 shares — an estimated $19.6M sold.

Susquehanna Fundamental Investments first reported a position in CVX in Q4 2018 and held it in 14 quarters. The position peaked at $39.7M in Q1 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 117,063 Chevron shares in Q2 2025, an estimated $19.6M.
Susquehanna Fundamental Investments first reported a position in Chevron in Q4 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's Chevron position peaked at $39.7M in Q1 2022.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.