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TFG Advisers’s Chevron CVX Stock Holding History

TFG Advisers’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 		$3.02M Buy
21,121
+51
+0.2% +$7.19K 1.04% 22
2025
Q1 		$3.52M Buy
21,070
+6
+0% +$939 1.28% 16
2024
Q4 		$3.05M Buy
21,064
+97
+0.5% +$14.8K 1.1% 19
2024
Q3 		$3.09M Buy
20,967
+626
+3% +$93.2K 1.11% 21
2024
Q2 		$3.18M Sell
20,341
-142
-0.7% -$22.6K 1.23% 18
2024
Q1 		$3.23M Buy
20,483
+261
+1% +$39.4K 1.26% 18
2023
Q4 		$3.02M Buy
20,222
+373
+2% +$56.4K 1.27% 18
2023
Q3 		$3.35M Buy
19,849
+962
+5% +$155K 1.57% 9
2023
Q2 		$2.97M Buy
18,887
+503
+3% +$80.6K 1.35% 17
2023
Q1 		$3M Buy
18,384
+835
+5% +$140K 1.45% 16
2022
Q4 		$3.15M Buy
17,549
+1,177
+7% +$205K 1.62% 12
2022
Q3 		$2.35M Buy
16,372
+1,414
+9% +$216K 1.31% 17
2022
Q2 		$2.17M Buy
14,958
+724
+5% +$120K 1.15% 22
2022
Q1 		$2.32M Buy
14,234
+321
+2% +$46K 1.06% 23
2021
Q4 		$1.63M Sell
13,913
-197
-1% -$22.4K 0.71% 39
2021
Q3 		$1.43M Sell
14,110
-587
-4% -$58.5K 0.69% 42
2021
Q2 		$1.54M Buy
14,697
+33
+0.2% +$3.48K 0.74% 40
2021
Q1 		$1.54M Sell
14,664
-649
-4% -$63.4K 0.79% 38
2020
Q4 		$1.29M Sell
15,313
-400
-3% -$32.4K 0.68% 47
2020
Q3 		$1.13M Sell
15,713
-705
-4% -$59.3K 0.65% 46
2020
Q2 		$1.47M Buy
16,418
+1,744
+12% +$156K 0.95% 30
2020
Q1 		$1.06M Sell
14,674
-89
-0.6% -$8.79K 0.84% 34
2019
Q4 		$1.78M Sell
14,763
-583
-4% -$68.7K 1% 27
2019
Q3 		$1.82M Sell
15,346
-71
-0.5% -$8.62K 1.2% 24
2019
Q2 		$1.92M Buy
15,417
+50
+0.3% +$6.05K 1.31% 20
2019
Q1 		$1.89M Buy
15,367
+206
+1% +$24.4K 1.36% 16
2018
Q4 		$1.65M Buy
+15,161
New +$1.76M 1.38% 16

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

TFG Advisers's CVX Position: Q2 2025 in Review

TFG Advisers increased its Chevron (CVX) stake by 0.24% in Q2 2025, buying an estimated $7.19K and bringing the position to 21,121 shares worth $3.02M. The position accounts for 1.04% of the portfolio, ranked #22.

TFG Advisers first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.52M in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • TFG Advisers held 21,121 shares of Chevron worth $3.02M as of Q2 2025.
  • TFG Advisers bought 51 Chevron shares in Q2 2025, an estimated $7.19K.
  • Chevron made up 1.04% of TFG Advisers's portfolio in Q2 2025, its #22 holding.
  • TFG Advisers first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's Chevron position peaked at $3.52M in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.