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Campbell Wealth Management’s Chevron CVX Stock Holding History

Campbell 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 		$856K Buy
5,907
+3,807
+181% +$583K 0.08% 30
2024
Q3 		$309K Buy
+2,100
New +$313K 0.03% 51
2024
Q2 		– Sell
-5,027
Closed -$793K – 55
2024
Q1 		$793K Buy
5,027
+1,976
+65% +$298K 0.08% 31
2023
Q4 		$455K Sell
3,051
-8
-0.3% -$1.21K 0.05% 32
2023
Q3 		$516K Sell
3,059
-148
-5% -$23.9K 0.06% 36
2023
Q2 		$505K Buy
3,207
+369
+13% +$59.2K 0.06% 35
2023
Q1 		$463K Sell
2,838
-9
-0.3% -$1.51K 0.06% 39
2022
Q4 		$511K Sell
2,847
-44
-2% -$7.68K 0.07% 36
2022
Q3 		$415K Buy
+2,891
New +$441K 0.06% 39
2022
Q2 		– Sell
-2,852
Closed -$464K – 58
2022
Q1 		$464K Buy
2,852
+98
+4% +$14.1K 0.06% 35
2021
Q4 		$323K Sell
2,754
-362
-12% -$41.1K 0.04% 51
2021
Q3 		$316K Buy
3,116
+404
+15% +$40.3K 0.04% 45
2021
Q2 		$284K Buy
2,712
+20
+0.7% +$2.11K 0.04% 49
2021
Q1 		$282K Buy
2,692
+19
+0.7% +$1.85K 0.04% 46
2020
Q4 		$226K Sell
2,673
-278
-9% -$22.5K 0.03% 57
2020
Q3 		$212K Buy
2,951
+531
+22% +$44.7K 0.03% 54
2020
Q2 		$216K Buy
+2,420
New +$217K 0.04% 49
2020
Q1 		– Sell
-2,876
Closed -$347K – 53
2019
Q4 		$347K Sell
2,876
-248
-8% -$29.2K 0.07% 35
2019
Q3 		$371K Buy
3,124
+7
+0.2% +$850 0.08% 34
2019
Q2 		$388K Sell
3,117
-41
-1% -$4.96K 0.09% 32
2019
Q1 		$389K Buy
3,158
+85
+3% +$10.1K 0.1% 29
2018
Q4 		$334K Buy
+3,073
New +$356K 0.1% 31

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

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

Campbell Wealth Management increased its Chevron (CVX) stake by 181% in Q4 2024, buying an estimated $583K and bringing the position to 5,907 shares worth $856K. The position accounts for 0.08% of the portfolio, ranked #30.

Campbell Wealth Management first reported a position in CVX in Q4 2018 and has held it in 22 quarters since. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Campbell Wealth Management held 5,907 shares of Chevron worth $856K as of Q4 2024.
  • Campbell Wealth Management bought 3,807 Chevron shares in Q4 2024, an estimated $583K.
  • Chevron made up 0.08% of Campbell Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Campbell Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 22 quarters since.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.