Cassady Schiller Wealth Management’s Chevron CVX Stock Holding History

Cassady Schiller 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	$774K	Buy	5,345 +63	+1%	+$9.64K	0.28%	53
2024 Q3	$778K	Hold	5,282	–	–	0.28%	52
2024 Q2	$826K	Sell	5,282 -33	-0.6%	-$5.26K	0.34%	49
2024 Q1	$838K	Buy	5,315 +656	+14%	+$99K	0.37%	45
2023 Q4	$695K	Hold	4,659	–	–	0.35%	47
2023 Q3	$786K	Buy	4,659 +131	+3%	+$21.2K	0.44%	44
2023 Q2	$713K	Hold	4,528	–	–	0.39%	47
2023 Q1	$739K	Hold	4,528	–	–	0.35%	45
2022 Q4	$813K	Sell	4,528 -53	-1%	-$9.25K	0.5%	42
2022 Q3	$658K	Sell	4,581 -5	-0.1%	-$763	0.38%	52
2022 Q2	$664K	Buy	4,586 +75	+2%	+$12.4K	0.35%	50
2022 Q1	$735K	Buy	4,511 +4,000	+783%	+$574K	0.35%	48
2021 Q4	$60K	Buy	+511	New	+$58K	0.04%	185

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 $1.6B AUM 20.7% 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

Cassady Schiller Wealth Management's CVX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Chevron (CVX) stake by 1.2% in Q4 2024, buying an estimated $9.64K and bringing the position to 5,345 shares worth $774K. The position accounts for 0.28% of the portfolio, ranked #53.

Cassady Schiller Wealth Management first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $838K in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Cassady Schiller Wealth Management held 5,345 shares of Chevron worth $774K as of Q4 2024.
Cassady Schiller Wealth Management bought 63 Chevron shares in Q4 2024, an estimated $9.64K.
Chevron made up 0.28% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #53 holding.
Cassady Schiller Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Chevron position peaked at $838K in Q1 2024.
3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.