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TOMS Capital Investment Management’s Chevron CVX Stock Holding History

TOMS Capital Investment 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
-322,000
Closed -$46.6M – 25
2024
Q4 		$46.6M Buy
+322,000
New +$49.3M 1.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TOMS Capital Investment Management's CVX Position: Q1 2025 in Review

TOMS Capital Investment Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 322,000 shares — an estimated $46.6M sold.

TOMS Capital Investment Management first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $46.6M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • TOMS Capital Investment Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • TOMS Capital Investment Management sold 322,000 Chevron shares in Q1 2025, an estimated $46.6M.
  • TOMS Capital Investment Management first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
  • TOMS Capital Investment Management's Chevron position peaked at $46.6M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on TOMS Capital Investment Management's 13F filing for Q1 2025, filed 15 May 2025.