Warburton Capital Management’s Chevron CVX Stock Holding History

Warburton 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 Q3	–	Sell	-1,308	Closed	-$205K	–	62
2025 Q2	$205K	Buy	+1,308	New	+$184K	0.12%	58

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Warburton Capital Management's CVX Position: Q3 2025 in Review

Warburton Capital Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 1,308 shares — an estimated $205K sold.

Warburton Capital Management first reported a position in CVX in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Warburton Capital Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
Warburton Capital Management sold 1,308 Chevron shares in Q3 2025, an estimated $205K.
Warburton Capital Management first reported a position in Chevron in Q2 2025 and held it in 1 quarter.
Warburton Capital Management's Chevron position peaked at $205K in Q2 2025.
3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Warburton Capital Management's 13F filing for Q3 2025, filed 10 Oct 2025.