The Family Firm’s Chevron CVX Stock Holding History

The Family Firm’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	-2,745	Closed	-$459K	–	108
2025 Q1	$459K	Buy	2,745 +24	+0.9%	+$3.76K	0.1%	124
2024 Q4	$394K	Buy	2,721 +368	+16%	+$56.3K	0.09%	139
2024 Q3	$347K	Sell	2,353 -247	-10%	-$36.8K	0.08%	151
2024 Q2	$407K	Buy	2,600 +21	+0.8%	+$3.35K	0.09%	130
2024 Q1	$407K	Buy	2,579 +22	+0.9%	+$3.32K	0.1%	129
2023 Q4	$381K	Buy	2,557 +22	+0.9%	+$3.33K	0.1%	125
2023 Q3	$428K	Buy	2,535 +14	+0.6%	+$2.26K	0.12%	110
2023 Q2	$397K	Buy	2,521 +18	+0.7%	+$2.89K	0.1%	120
2023 Q1	$408K	Buy	2,503 +34	+1%	+$5.7K	0.11%	111
2022 Q4	$443K	Buy	2,469 +391	+19%	+$68.2K	0.13%	107
2022 Q3	$299K	Buy	2,078 +75	+4%	+$11.4K	0.1%	135
2022 Q2	$290K	Sell	2,003 -111	-5%	-$18.3K	0.09%	146
2022 Q1	$344K	Buy	2,114 +3	+0.1%	+$430	0.09%	131
2021 Q4	$248K	Buy	2,111 +23	+1%	+$2.61K	0.06%	164
2021 Q3	$236K	Sell	2,088 -2	-0.1%	-$199	0.06%	166
2021 Q2	$219K	Buy	2,090 +24	+1%	+$2.53K	0.06%	168
2021 Q1	$216K	Sell	2,066 -967	-32%	-$94.4K	0.06%	164
2020 Q4	$279K	Buy	+3,033	New	+$246K	0.08%	131
2020 Q3	–	Sell	-2,518	Closed	-$225K	–	145
2020 Q2	$225K	Sell	2,518 -1,944	-44%	-$174K	0.08%	128
2020 Q1	$323K	Buy	4,462 +19	+0.4%	+$1.88K	0.14%	98
2019 Q4	$535K	Sell	4,443 -401	-8%	-$47.2K	0.18%	81
2019 Q3	$574K	Sell	4,844 -212	-4%	-$25.7K	0.2%	73
2019 Q2	$629K	Buy	5,056 +11	+0.2%	+$1.33K	0.22%	71
2019 Q1	$621K	Sell	5,045 -123	-2%	-$14.6K	0.23%	68
2018 Q4	$562K	Buy	5,168 +32	+0.6%	+$3.71K	0.22%	67
2018 Q3	$628K	Buy	5,136 +25	+0.5%	+$3.03K	0.23%	67
2018 Q2	$646K	Sell	5,111 -177	-3%	-$22K	0.24%	61
2018 Q1	$603K	Sell	5,288 -1,886	-26%	-$225K	0.23%	63
2017 Q4	$898K	Buy	7,174 +13	+0.2%	+$1.54K	0.36%	50
2017 Q3	$841K	Buy	7,161 +14	+0.2%	+$1.53K	0.35%	51
2017 Q2	$746K	Buy	7,147 +986	+16%	+$104K	0.33%	56
2017 Q1	$661K	Buy	6,161 +13	+0.2%	+$1.46K	0.32%	55
2016 Q4	$724K	Sell	6,148 -63	-1%	-$6.86K	0.34%	52
2016 Q3	$639K	Buy	6,211 +75	+1%	+$7.66K	0.3%	56
2016 Q2	$643K	Buy	6,136 +113	+2%	+$11.4K	0.32%	51
2016 Q1	$575K	Sell	6,023 -383	-6%	-$33.5K	0.29%	56
2015 Q4	$576K	Sell	6,406 -131	-2%	-$11.8K	0.31%	58
2015 Q3	$516K	Buy	6,537 +13	+0.2%	+$1.09K	0.28%	59
2015 Q2	$629K	Sell	6,524 -284	-4%	-$29.8K	0.32%	52
2015 Q1	$715K	Buy	6,808 +4	+0.1%	+$427	0.36%	45
2014 Q4	$763K	Buy	+6,804	New	+$773K	0.4%	43

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

The Family Firm's CVX Position: Q2 2025 in Review

The Family Firm sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,745 shares — an estimated $459K sold.

The Family Firm first reported a position in CVX in Q4 2014 and held it in 41 quarters. The position peaked at $898K in Q4 2017. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

The Family Firm reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 2,745 Chevron shares in Q2 2025, an estimated $459K.
The Family Firm first reported a position in Chevron in Q4 2014 and held it in 41 quarters.
The Family Firm's Chevron position peaked at $898K in Q4 2017.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.