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Tributary Capital Management’s Chevron CVX Stock Holding History

Tributary Capital 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
-470
Closed -$68.1K – 175
2024
Q4 		$68.1K Hold
470
– – 0.01% 167
2024
Q3 		$69.2K Sell
470
-20
-4% -$2.98K 0.01% 167
2024
Q2 		$76.6K Hold
490
– – 0.01% 169
2024
Q1 		$77.3K Buy
+490
New +$73.9K 0.01% 167
2019
Q1 		– Sell
-775
Closed -$84K – 216
2018
Q4 		$84K Buy
+775
New +$89.8K 0.01% 213
2018
Q3 		– Sell
-550
Closed -$69K – 211
2018
Q2 		$69K Sell
550
-245
-31% -$30.4K 0.01% 214
2018
Q1 		$91K Buy
+795
New +$95K 0.01% 201
2017
Q4 		– Sell
-795
Closed -$93K – 204
2017
Q3 		$93K Buy
+795
New +$86.8K 0.01% 198
2015
Q3 		– Sell
-5,800
Closed -$560K – 186
2015
Q2 		$560K Buy
5,800
+2,300
+66% +$242K 0.09% 174
2015
Q1 		$367K Buy
3,500
+10
+0.3% +$1.07K 0.06% 175
2014
Q4 		$392K Buy
+3,490
New +$396K 0.07% 165
2014
Q3 		– Sell
-490
Closed -$64K – 160
2014
Q2 		$64K Buy
+490
New +$61K 0.01% 149
2014
Q1 		– Sell
-480
Closed -$60K – 158
2013
Q4 		$60K Sell
480
-175
-27% -$21.2K 0.01% 166
2013
Q3 		$80K Sell
655
-52,850
-99% -$6.5M 0.02% 178
2013
Q2 		$6.33M Buy
+53,505
New +$6.47M 1.04% 4

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

Tributary Capital Management's CVX Position: Q1 2025 in Review

Tributary Capital Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 470 shares — an estimated $68.1K sold.

Tributary Capital Management first reported a position in CVX in Q2 2013 and held it in 15 quarters. The position peaked at $6.33M in Q2 2013. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Tributary Capital Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Tributary Capital Management sold 470 Chevron shares in Q1 2025, an estimated $68.1K.
  • Tributary Capital Management first reported a position in Chevron in Q2 2013 and held it in 15 quarters.
  • Tributary Capital Management's Chevron position peaked at $6.33M in Q2 2013.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Tributary Capital Management's 13F filing for Q1 2025, filed 2 May 2025.