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Buckingham Capital Management (Ohio)’s Chevron CVX Stock Holding History

Buckingham Capital Management (Ohio)’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 		$393K Buy
2,716
+2
+0.1% +$306 0.05% 102
2024
Q3 		$400K Buy
2,714
+1
+0% +$149 0.05% 110
2024
Q2 		$424K Buy
+2,713
New +$433K 0.05% 101
2020
Q1 		– Sell
-2,331
Closed -$281K – 123
2019
Q4 		$281K Buy
2,331
+148
+7% +$17.4K 0.05% 116
2019
Q3 		$259K Buy
2,183
+2
+0.1% +$243 0.05% 117
2019
Q2 		$271K Sell
2,181
-160
-7% -$19.3K 0.05% 117
2019
Q1 		$288K Buy
2,341
+153
+7% +$18.1K 0.06% 117
2018
Q4 		$238K Buy
2,188
+239
+12% +$27.7K 0.05% 124
2018
Q3 		$238K Hold
1,949
– – 0.05% 128
2018
Q2 		$246K Hold
1,949
– – 0.05% 134
2018
Q1 		$222K Buy
1,949
+40
+2% +$4.78K 0.05% 136
2017
Q4 		$239K Sell
1,909
-100
-5% -$11.9K 0.05% 134
2017
Q3 		$236K Buy
+2,009
New +$219K 0.05% 134
2017
Q2 		– Sell
-3,190
Closed -$343K – 141
2017
Q1 		$343K Sell
3,190
-716
-18% -$80.3K 0.08% 126
2016
Q4 		$460K Sell
3,906
-83
-2% -$9.04K 0.11% 123
2016
Q3 		$410K Sell
3,989
-1,609
-29% -$164K 0.1% 126
2016
Q2 		$587K Sell
5,598
-1,862
-25% -$187K 0.16% 126
2016
Q1 		$712K Sell
7,460
-6,948
-48% -$608K 0.19% 115
2015
Q4 		$1.3M Sell
14,408
-9,576
-40% -$863K 0.36% 81
2015
Q3 		$1.89M Sell
23,984
-4,573
-16% -$385K 0.56% 48
2015
Q2 		$2.77M Sell
28,557
-216
-0.8% -$22.7K 0.78% 32
2015
Q1 		$3.02M Sell
28,773
-544
-2% -$58.1K 0.87% 25
2014
Q4 		$3.29M Sell
29,317
-859
-3% -$97.6K 0.98% 25
2014
Q3 		$3.6M Sell
30,176
-1,707
-5% -$218K 1.12% 15
2014
Q2 		$4.16M Sell
31,883
-2,621
-8% -$326K 1.31% 12
2014
Q1 		$4.1M Buy
34,504
+448
+1% +$52.1K 1.38% 9
2013
Q4 		$4.25M Buy
34,056
+525
+2% +$63.5K 1.49% 8
2013
Q3 		$4.11M Buy
33,531
+805
+2% +$98.9K 1.67% 6
2013
Q2 		$3.87M Buy
+32,726
New +$3.96M 1.59% 8

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

Buckingham Capital Management (Ohio)'s CVX Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Chevron (CVX) stake by 0.07% in Q4 2024, buying an estimated $306 and bringing the position to 2,716 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #102.

Buckingham Capital Management (Ohio) first reported a position in CVX in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.25M in Q4 2013. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 2,716 shares of Chevron worth $393K as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 2 Chevron shares in Q4 2024, an estimated $306.
  • Chevron made up 0.05% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #102 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Chevron in Q2 2013 and has held it in 29 quarters since.
  • Buckingham Capital Management (Ohio)'s Chevron position peaked at $4.25M in Q4 2013.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.