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Washburn Capital Management’s Chevron CVX Stock Holding History

Washburn 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
Q2 		– Sell
-2,726
Closed -$456K – 53
2025
Q1 		$456K Sell
2,726
-172
-6% -$26.9K 0.3% 33
2024
Q4 		$420K Buy
2,898
+298
+11% +$45.6K 0.26% 33
2024
Q3 		$383K Sell
2,600
-105
-4% -$15.6K 0.27% 31
2024
Q2 		$423K Sell
2,705
-190
-7% -$30.3K 0.3% 31
2024
Q1 		$457K Buy
2,895
+43
+2% +$6.49K 0.34% 31
2023
Q4 		$425K Sell
2,852
-1,015
-26% -$154K 0.32% 35
2023
Q3 		$652K Sell
3,867
-31
-0.8% -$5.01K 0.55% 28
2023
Q2 		$613K Sell
3,898
-2,425
-38% -$389K 0.51% 29
2023
Q1 		$1.03M Sell
6,323
-75
-1% -$12.6K 0.89% 19
2022
Q4 		$1.15M Sell
6,398
-5
-0.1% -$873 1.04% 17
2022
Q3 		$920K Sell
6,403
-544
-8% -$83K 0.88% 21
2022
Q2 		$1.01M Buy
6,947
+287
+4% +$47.4K 0.87% 22
2022
Q1 		$1.08M Buy
6,660
+4,485
+206% +$643K 0.71% 24
2021
Q4 		$255K Buy
+2,175
New +$247K 0.15% 48

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

Washburn Capital Management's CVX Position: Q2 2025 in Review

Washburn Capital Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,726 shares — an estimated $456K sold.

Washburn Capital Management first reported a position in CVX in Q4 2021 and held it in 14 quarters. The position peaked at $1.15M in Q4 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Washburn Capital Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Washburn Capital Management sold 2,726 Chevron shares in Q2 2025, an estimated $456K.
  • Washburn Capital Management first reported a position in Chevron in Q4 2021 and held it in 14 quarters.
  • Washburn Capital Management's Chevron position peaked at $1.15M in Q4 2022.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Washburn Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.