BIA
CVX icon

Bigelow Investment Advisors’s Chevron CVX Stock Holding History

Bigelow 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
-1,630
Closed -$240K – 148
2024
Q3 		$240K Sell
1,630
-161
-9% -$24K 0.11% 147
2024
Q2 		$280K Sell
1,791
-3
-0.2% -$478 0.13% 138
2024
Q1 		$283K Buy
1,794
+3
+0.2% +$453 0.14% 136
2023
Q4 		$267K Sell
1,791
-153
-8% -$23.1K 0.14% 130
2023
Q3 		$328K Hold
1,944
– – 0.19% 116
2023
Q2 		$306K Hold
1,944
– – 0.17% 122
2023
Q1 		$317K Hold
1,944
– – 0.18% 123
2022
Q4 		$349K Buy
+1,944
New +$339K 0.2% 116
2022
Q2 		– Sell
-1,243
Closed -$202K – 147
2022
Q1 		$202K Buy
+1,243
New +$178K 0.09% 149
2021
Q1 		– Sell
-2,449
Closed -$207K – 141
2020
Q4 		$207K Sell
2,449
-394
-14% -$31.9K 0.11% 137
2020
Q3 		$205K Sell
2,843
-889
-24% -$74.8K 0.12% 134
2020
Q2 		$333K Sell
3,732
-1,036
-22% -$92.8K 0.22% 109
2020
Q1 		$345K Sell
4,768
-1,067
-18% -$105K 0.26% 101
2019
Q4 		$703K Buy
5,835
+13
+0.2% +$1.53K 0.41% 67
2019
Q3 		$690K Buy
5,822
+53
+0.9% +$6.44K 0.44% 66
2019
Q2 		$718K Sell
5,769
-469
-8% -$56.7K 0.48% 65
2019
Q1 		$768K Buy
6,238
+157
+3% +$18.6K 0.53% 57
2018
Q4 		$662K Buy
6,081
+180
+3% +$20.9K 0.49% 60
2018
Q3 		$722K Sell
5,901
-2,053
-26% -$249K 0.49% 58
2018
Q2 		$1.01M Hold
7,954
– – 0.69% 43
2018
Q1 		$907K Buy
7,954
+4,718
+146% +$564K 0.62% 45
2017
Q4 		$405K Buy
+3,236
New +$384K 0.4% 66

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

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

Bigelow Investment Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,630 shares — an estimated $240K sold.

Bigelow Investment Advisors first reported a position in CVX in Q4 2017 and held it in 22 quarters. The position peaked at $1.01M in Q2 2018. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Bigelow Investment Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 1,630 Chevron shares in Q4 2024, an estimated $240K.
  • Bigelow Investment Advisors first reported a position in Chevron in Q4 2017 and held it in 22 quarters.
  • Bigelow Investment Advisors's Chevron position peaked at $1.01M in Q2 2018.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Bigelow Investment Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.