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Blossom Wealth Management’s Chevron CVX Stock Holding History

Blossom Wealth Management’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
-2,428
Closed -$358K – 72
2024
Q3 		$358K Buy
2,428
+210
+9% +$31.3K 0.72% 47
2024
Q2 		$347K Buy
2,218
+25
+1% +$3.99K 0.76% 44
2024
Q1 		$346K Buy
2,193
+222
+11% +$33.5K 0.83% 46
2023
Q4 		$294K Buy
1,971
+402
+26% +$60.8K 0.79% 47
2023
Q3 		$265K Buy
1,569
+25
+2% +$4.04K 0.85% 45
2023
Q2 		$243K Buy
+1,544
New +$248K 0.89% 49

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 $1.6B AUM 20.7% 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

Blossom Wealth Management's CVX Position: Q4 2024 in Review

Blossom Wealth Management sold out of Chevron (CVX) in Q4 2024, closing a stake of 2,428 shares — an estimated $358K sold.

Blossom Wealth Management first reported a position in CVX in Q2 2023 and held it in 6 quarters. The position peaked at $358K in Q3 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Blossom Wealth Management reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Blossom Wealth Management sold 2,428 Chevron shares in Q4 2024, an estimated $358K.
  • Blossom Wealth Management first reported a position in Chevron in Q2 2023 and held it in 6 quarters.
  • Blossom Wealth Management's Chevron position peaked at $358K in Q3 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Blossom Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.