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WMS Partners’s Chevron CVX Stock Holding History

WMS Partners’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
-7,548
Closed -$1.09M – 63
2024
Q4 		$1.09M Sell
7,548
-191
-2% -$29.2K 0.06% 117
2024
Q3 		$1.14M Sell
7,739
-48
-0.6% -$7.14K 0.06% 112
2024
Q2 		$1.22M Buy
7,787
+332
+4% +$52.9K 0.08% 92
2024
Q1 		$1.18M Buy
7,455
+489
+7% +$73.8K 0.08% 101
2023
Q4 		$1.04M Sell
6,966
-2,872
-29% -$434K 0.08% 101
2023
Q3 		$1.66M Buy
9,838
+1,556
+19% +$251K 0.13% 72
2023
Q2 		$1.3M Sell
8,282
-118
-1% -$18.9K 0.1% 86
2023
Q1 		$1.37M Sell
8,400
-26
-0.3% -$4.36K 0.12% 79
2022
Q4 		$1.51M Sell
8,426
-100
-1% -$17.5K 0.15% 75
2022
Q3 		$1.23M Sell
8,526
-56
-0.7% -$8.54K 0.17% 71
2022
Q2 		$1.24M Sell
8,582
-871
-9% -$144K 0.19% 69
2022
Q1 		$1.54M Buy
9,453
+899
+11% +$129K 0.21% 59
2021
Q4 		$1M Buy
8,554
+283
+3% +$32.1K 0.21% 79
2021
Q3 		$839K Sell
8,271
-243
-3% -$24.2K 0.12% 99
2021
Q2 		$892K Sell
8,514
-398
-4% -$42K 0.13% 88
2021
Q1 		$934K Sell
8,912
-64
-0.7% -$6.25K 0.21% 67
2020
Q4 		$758K Sell
8,976
-561
-6% -$45.4K 0.13% 85
2020
Q3 		$687K Sell
9,537
-1,259
-12% -$106K 0.13% 87
2020
Q2 		$963K Sell
10,796
-16,039
-60% -$1.44M 0.2% 64
2020
Q1 		$1.94M Sell
26,835
-3,691
-12% -$365K 0.54% 38
2019
Q4 		$3.68M Sell
30,526
-3,483
-10% -$410K 0.82% 26
2019
Q3 		$4.03M Sell
34,009
-1,622
-5% -$197K 0.97% 23
2019
Q2 		$4.43M Buy
35,631
+1,931
+6% +$233K 1.09% 21
2019
Q1 		$4.15M Sell
33,700
-29
-0.1% -$3.43K 1.03% 24
2018
Q4 		$3.67M Sell
33,729
-48,933
-59% -$5.67M 1.03% 22
2018
Q3 		$10.1M Buy
82,662
+212
+0.3% +$25.7K 1.14% 29
2018
Q2 		$10.4M Sell
82,450
-969
-1% -$120K 1.21% 25
2018
Q1 		$9.51M Sell
83,419
-2,954
-3% -$353K 1.13% 27
2017
Q4 		$10.8M Sell
86,373
-363
-0.4% -$43K 1.22% 27
2017
Q3 		$10.2M Sell
86,736
-52
-0.1% -$5.68K 1.21% 26
2017
Q2 		$9.05M Buy
86,788
+1,459
+2% +$155K 1.12% 30
2017
Q1 		$9.16M Sell
85,329
-91
-0.1% -$10.2K 1.15% 28
2016
Q4 		$10.1M Sell
85,420
-313
-0.4% -$34.1K 1.33% 27
2016
Q3 		$8.82M Sell
85,733
-866
-1% -$88.4K 1.18% 29
2016
Q2 		$9.08M Buy
86,599
+447
+0.5% +$45K 1.26% 28
2016
Q1 		$8.22M Buy
86,152
+1,547
+2% +$135K 1.14% 29
2015
Q4 		$7.61M Sell
84,605
-19,529
-19% -$1.76M 1.1% 29
2015
Q3 		$8.21M Buy
104,134
+2,781
+3% +$234K 1.25% 26
2015
Q2 		$9.78M Buy
101,353
+98,492
+3,443% +$10.3M 1.14% 27
2015
Q1 		$318K Sell
2,861
-23,952
-89% -$2.56M 0.04% 209
2014
Q4 		$3.01M Sell
26,813
-1,697
-6% -$193K 0.46% 55
2014
Q3 		$3.4M Sell
28,510
-1,610
-5% -$205K 0.53% 47
2014
Q2 		$3.93M Sell
30,120
-1,825
-6% -$227K 0.61% 46
2014
Q1 		$3.8M Sell
31,945
-502
-2% -$58.4K 0.61% 44
2013
Q4 		$4.05M Buy
32,447
+196
+0.6% +$23.7K 0.67% 43
2013
Q3 		$3.92M Buy
32,251
+690
+2% +$84.8K 0.75% 39
2013
Q2 		$3.73M Buy
+31,561
New +$3.81M 0.68% 44

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

WMS Partners's CVX Position: Q1 2025 in Review

WMS Partners sold out of Chevron (CVX) in Q1 2025, closing a stake of 7,548 shares — an estimated $1.09M sold.

WMS Partners first reported a position in CVX in Q2 2013 and held it in 47 quarters. The position peaked at $10.8M in Q4 2017. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • WMS Partners reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 7,548 Chevron shares in Q1 2025, an estimated $1.09M.
  • WMS Partners first reported a position in Chevron in Q2 2013 and held it in 47 quarters.
  • WMS Partners's Chevron position peaked at $10.8M in Q4 2017.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.