Bison Wealth’s Chevron CVX Stock Holding History

Bison Wealth’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	$1.37M	Sell	9,491 -809	-8%	-$124K	0.3%	72
2024 Q3	$1.52M	Buy	10,300 +759	+8%	+$113K	0.24%	101
2024 Q2	$1.51M	Hold	9,541	–	–	0.24%	103
2024 Q1	$1.51M	Sell	9,541 -46	-0.5%	-$6.94K	0.24%	103
2023 Q4	$1.43M	Buy	9,587 +365	+4%	+$55.2K	0.25%	98
2023 Q3	$1.55M	Sell	9,222 -966	-9%	-$156K	0.3%	89
2023 Q2	$1.6M	Buy	10,188 +4,327	+74%	+$694K	0.3%	86
2023 Q1	$916K	Sell	5,861 -174	-3%	-$29.2K	0.28%	105
2022 Q4	$1.05M	Buy	6,035 +207	+4%	+$36.1K	0.34%	95
2022 Q3	$837K	Buy	5,828 +663	+13%	+$101K	0.33%	97
2022 Q2	$748K	Sell	5,165 -74	-1%	-$12.2K	0.43%	62
2022 Q1	$853K	Buy	5,239 +102	+2%	+$14.6K	0.44%	60
2021 Q4	$603K	Sell	5,137 -1,514	-23%	-$172K	0.35%	68
2021 Q3	$675K	Sell	6,651 -416	-6%	-$41.5K	0.31%	76
2021 Q2	$740K	Sell	7,067 -193	-3%	-$20.4K	0.32%	75
2021 Q1	$761K	Sell	7,260 -240	-3%	-$23.4K	0.33%	74
2020 Q4	$633K	Sell	7,500 -860	-10%	-$69.6K	0.3%	81
2020 Q3	$602K	Sell	8,360 -1,605	-16%	-$135K	0.35%	74
2020 Q2	$889K	Buy	9,965 +346	+4%	+$31K	0.56%	45
2020 Q1	$697K	Sell	9,619 -1,515	-14%	-$150K	0.51%	58
2019 Q4	$1.34M	Sell	11,134 -119	-1%	-$14K	0.64%	42
2019 Q3	$1.33M	Buy	11,253 +39	+0.3%	+$4.74K	0.74%	38
2019 Q2	$1.4M	Buy	11,214 +336	+3%	+$40.6K	0.81%	31
2019 Q1	$1.34M	Buy	10,878 +4	+0%	+$473	0.82%	30
2018 Q4	$1.18M	Buy	10,874 +1,515	+16%	+$176K	0.86%	31
2018 Q3	$1.14M	Buy	9,359 +1,013	+12%	+$123K	0.75%	29
2018 Q2	$1.05M	Sell	8,346 -554	-6%	-$68.8K	0.79%	33
2018 Q1	$1.01M	Sell	8,900 -276	-3%	-$33K	0.77%	34
2017 Q4	$1.15M	Buy	9,176 +248	+3%	+$29.4K	0.85%	30
2017 Q3	$1.05M	Sell	8,928 -525	-6%	-$57.3K	0.84%	34
2017 Q2	$986K	Buy	9,453 +654	+7%	+$69.3K	0.81%	33
2017 Q1	$945K	Buy	8,799 +146	+2%	+$16.4K	0.82%	33
2016 Q4	$1.02M	Sell	8,653 -2,462	-22%	-$268K	0.87%	29
2016 Q3	$1.14M	Sell	11,115 -131	-1%	-$13.4K	0.97%	27
2016 Q2	$1.18M	Buy	11,246 +1,730	+18%	+$174K	0.71%	42
2016 Q1	$908K	Sell	9,516 -6,684	-41%	-$585K	0.58%	56
2015 Q4	$1.46M	Buy	16,200 +3,256	+25%	+$294K	0.83%	28
2015 Q3	$1.02M	Buy	12,944 +754	+6%	+$63.5K	0.67%	37
2015 Q2	$1.18M	Buy	12,190 +1,211	+11%	+$127K	0.69%	35
2015 Q1	$1.15M	Buy	10,979 +767	+8%	+$81.9K	0.7%	29
2014 Q4	$1.15M	Buy	+10,212	New	+$1.16M	0.87%	26

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 $1.88B AUM 29.07% 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

Bison Wealth's CVX Position: Q4 2024 in Review

Bison Wealth reduced its Chevron (CVX) stake by 7.9% in Q4 2024, selling an estimated $124K and leaving 9,491 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #72.

Bison Wealth first reported a position in CVX in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.6M in Q2 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Bison Wealth held 9,491 shares of Chevron worth $1.37M as of Q4 2024.
Bison Wealth sold 809 Chevron shares in Q4 2024, an estimated $124K.
Chevron made up 0.3% of Bison Wealth's portfolio in Q4 2024, its #72 holding.
Bison Wealth first reported a position in Chevron in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's Chevron position peaked at $1.6M in Q2 2023.
3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.