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Benchmark Investment Advisors’s Chevron CVX Stock Holding History

Benchmark Investment Advisors’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
-1,660
Closed -$245K – 88
2024
Q3 		$245K Sell
1,660
-685
-29% -$102K 0.17% 81
2024
Q2 		$367K Sell
2,345
-767
-25% -$122K 0.27% 65
2024
Q1 		$491K Sell
3,112
-2,026
-39% -$306K 0.39% 59
2023
Q4 		$766K Sell
5,138
-383
-7% -$57.9K 0.71% 40
2023
Q3 		$931K Sell
5,521
-3,135
-36% -$506K 0.94% 35
2023
Q2 		$1.36M Sell
8,656
-440
-5% -$70.5K 1.26% 26
2023
Q1 		$1.48M Buy
9,096
+1,666
+22% +$279K 1.52% 23
2022
Q4 		$1.33M Buy
7,430
+256
+4% +$44.7K 1.41% 22
2022
Q3 		$1.03M Buy
7,174
+95
+1% +$14.5K 1.11% 30
2022
Q2 		$1.02M Buy
7,079
+4,214
+147% +$697K 1.07% 30
2022
Q1 		$467K Buy
+2,865
New +$411K 0.35% 75

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Benchmark Investment Advisors's CVX Position: Q4 2024 in Review

Benchmark Investment Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,660 shares — an estimated $245K sold.

Benchmark Investment Advisors first reported a position in CVX in Q1 2022 and held it in 11 quarters. The position peaked at $1.48M in Q1 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Benchmark Investment Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 1,660 Chevron shares in Q4 2024, an estimated $245K.
  • Benchmark Investment Advisors first reported a position in Chevron in Q1 2022 and held it in 11 quarters.
  • Benchmark Investment Advisors's Chevron position peaked at $1.48M in Q1 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Benchmark Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.