Taurus Asset Management’s Chevron CVX Stock Holding History

Taurus 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	$1.79M	Sell	10,675 -937	-8%	-$147K	0.18%	48
2024 Q4	$1.68M	Sell	11,612 -525	-4%	-$80.4K	0.16%	46
2024 Q3	$1.79M	Sell	12,137 -166	-1%	-$24.7K	0.17%	46
2024 Q2	$1.92M	Sell	12,303 -50	-0.4%	-$7.97K	0.19%	45
2024 Q1	$1.95M	Sell	12,353 -395	-3%	-$59.6K	0.2%	45
2023 Q4	$1.9M	Hold	12,748	–	–	0.21%	43
2023 Q3	$2.15M	Hold	12,748	–	–	0.26%	43
2023 Q2	$2.01M	Sell	12,748 -216	-2%	-$34.6K	0.23%	44
2023 Q1	$2.12M	Sell	12,964 -168	-1%	-$28.2K	0.26%	46
2022 Q4	$2.36M	Sell	13,132 -50	-0.4%	-$8.72K	0.3%	45
2022 Q3	$1.89M	Sell	13,182 -1,435	-10%	-$219K	0.25%	44
2022 Q2	$2.12M	Sell	14,617 -20	-0.1%	-$3.31K	0.26%	44
2022 Q1	$2.38M	Sell	14,637 -232	-2%	-$33.3K	0.24%	43
2021 Q4	$1.75M	Sell	14,869 -75	-0.5%	-$8.52K	0.16%	43
2021 Q3	$1.52M	Sell	14,944 -1,800	-11%	-$180K	0.16%	46
2021 Q2	$1.75M	Sell	16,744 -240	-1%	-$25.3K	0.18%	47
2021 Q1	$1.78M	Sell	16,984 -1,500	-8%	-$146K	0.21%	46
2020 Q4	$1.56M	Sell	18,484 -7,268	-28%	-$588K	0.19%	46
2020 Q3	$1.85M	Hold	25,752	–	–	0.23%	47
2020 Q2	$2.3M	Hold	25,752	–	–	0.32%	44
2020 Q1	$1.87M	Sell	25,752 -2,670	-9%	-$264K	0.31%	45
2019 Q4	$3.42M	Hold	28,422	–	–	0.45%	45
2019 Q3	$3.37M	Sell	28,422 -1,000	-3%	-$121K	0.48%	43
2019 Q2	$3.66M	Sell	29,422 -300	-1%	-$36.3K	0.5%	43
2019 Q1	$3.66M	Sell	29,722 -450	-1%	-$53.2K	0.51%	45
2018 Q4	$3.28M	Hold	30,172	–	–	0.53%	43
2018 Q3	$3.69M	Sell	30,172 -100	-0.3%	-$12.1K	0.5%	49
2018 Q2	$3.83M	Sell	30,272 -100	-0.3%	-$12.4K	0.56%	49
2018 Q1	$3.46M	Sell	30,372 -1,400	-4%	-$167K	0.52%	49
2017 Q4	$3.98M	Buy	31,772 +1,018	+3%	+$121K	0.59%	47
2017 Q3	$3.61M	Sell	30,754 -800	-3%	-$87.3K	0.56%	47
2017 Q2	$3.29M	Sell	31,554 -2,425	-7%	-$257K	0.52%	50
2017 Q1	$3.65M	Sell	33,979 -892	-3%	-$100K	0.6%	48
2016 Q4	$4.1M	Sell	34,871 -190	-0.5%	-$20.7K	0.74%	42
2016 Q3	$3.61M	Hold	35,061	–	–	0.65%	43
2016 Q2	$3.67M	Sell	35,061 -1,000	-3%	-$101K	0.65%	43
2016 Q1	$3.44M	Sell	36,061 -410	-1%	-$35.9K	0.64%	46
2015 Q4	$3.28M	Sell	36,471 -1,425	-4%	-$128K	0.62%	46
2015 Q3	$2.99M	Sell	37,896 -100	-0.3%	-$8.42K	0.58%	49
2015 Q2	$3.67M	Sell	37,996 -5,007	-12%	-$526K	0.67%	49
2015 Q1	$4.51M	Sell	43,003 -210	-0.5%	-$22.4K	0.84%	47
2014 Q4	$4.85M	Sell	43,213 -700	-2%	-$79.5K	0.87%	48
2014 Q3	$5.24M	Sell	43,913 -100	-0.2%	-$12.8K	1.02%	44
2014 Q2	$5.75M	Sell	44,013 -2,792	-6%	-$347K	1.11%	45
2014 Q1	$5.57M	Buy	46,805 +850	+2%	+$98.8K	1.15%	43
2013 Q4	$5.74M	Sell	45,955 -250	-0.5%	-$30.2K	1.18%	43
2013 Q3	$5.61M	Sell	46,205 -2,000	-4%	-$246K	1.3%	41
2013 Q2	$5.71M	Buy	+48,205	New	+$5.83M	1.35%	39

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

Taurus Asset Management's CVX Position: Q1 2025 in Review

Taurus Asset Management reduced its Chevron (CVX) stake by 8.1% in Q1 2025, selling an estimated $147K and leaving 10,675 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #48.

Taurus Asset Management first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.75M in Q2 2014. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Taurus Asset Management held 10,675 shares of Chevron worth $1.79M as of Q1 2025.
Taurus Asset Management sold 937 Chevron shares in Q1 2025, an estimated $147K.
Chevron made up 0.18% of Taurus Asset Management's portfolio in Q1 2025, its #48 holding.
Taurus Asset Management first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
Taurus Asset Management's Chevron position peaked at $5.75M in Q2 2014.
3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.