Arthur M. Cohen & Associates’s Chevron CVX Stock Holding History

Arthur M. Cohen & Associates’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
2024 Q4	–	Sell	-1,405	Closed	-$210K	–	138
2024 Q3	$210K	Hold	1,405	–	–	0.04%	137
2024 Q2	$220K	Hold	1,405	–	–	0.04%	133
2024 Q1	$222K	Sell	1,405 -133	-9%	-$20.1K	0.05%	125
2023 Q4	$229K	Sell	1,538 -307	-17%	-$46.4K	0.05%	121
2023 Q3	$311K	Hold	1,845	–	–	0.08%	103
2023 Q2	$290K	Sell	1,845 -100	-5%	-$16K	0.07%	105
2023 Q1	$317K	Buy	1,945 +450	+30%	+$75.4K	0.09%	100
2022 Q4	$268K	Hold	1,495	–	–	0.07%	107
2022 Q3	$215K	Buy	+1,495	New	+$228K	0.06%	116
2019 Q4	–	Sell	-1,985	Closed	-$235	–	127
2019 Q3	$235	Buy	+1,985	New	+$241K	0.07%	113
2018 Q2	–	Sell	-1,497	Closed	-$167K	–	113
2018 Q1	$167K	Buy	+1,497	New	+$179K	0.06%	111
2017 Q2	–	Sell	-4,156	Closed	-$446K	–	100
2017 Q1	$446K	Sell	4,156 -920	-18%	-$103K	0.2%	63
2016 Q4	$596K	Buy	+5,076	New	+$553K	0.32%	51

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arthur M. Cohen & Associates's CVX Position: Q4 2024 in Review

Arthur M. Cohen & Associates sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,405 shares — an estimated $210K sold.

Arthur M. Cohen & Associates first reported a position in CVX in Q4 2016 and held it in 13 quarters. The position peaked at $596K in Q4 2016. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Arthur M. Cohen & Associates reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
Arthur M. Cohen & Associates sold 1,405 Chevron shares in Q4 2024, an estimated $210K.
Arthur M. Cohen & Associates first reported a position in Chevron in Q4 2016 and held it in 13 quarters.
Arthur M. Cohen & Associates's Chevron position peaked at $596K in Q4 2016.
3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2024, filed 15 Jan 2025.