BOLTON SECURITIES CORPORATION’s Chevron CVX Stock Holding History

BOLTON SECURITIES CORPORATION’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	$4.29M	Buy	+25,652	New	+$4.02M	0.25%	105

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CVX Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Chevron (CVX) in Q1 2025: 25,652 shares worth $4.29M. The stake represents 0.25% of the portfolio and ranks #105 among its holdings.

3,832 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

BOLTON SECURITIES CORPORATION held 25,652 shares of Chevron worth $4.29M as of Q1 2025.
Chevron was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Chevron made up 0.25% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #105 holding.
3,832 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.