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Credential Qtrade Securities’s Chevron CVX Stock Holding History

Credential Qtrade Securities’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
Q1 		$797K Buy
5,051
+410
+9% +$61.9K 0.04% 173
2023
Q4 		$692K Sell
4,641
-110
-2% -$16.6K 0.04% 164
2023
Q3 		$801K Buy
4,751
+40
+0.8% +$6.46K 0.05% 150
2023
Q2 		$741K Buy
4,711
+4,520
+2,366% +$725K 0.05% 159
2023
Q1 		$31.2K Sell
191
-96
-33% -$16.1K ﹤0.01% 264
2022
Q4 		$51.5K Sell
287
-102
-26% -$17.8K ﹤0.01% 268
2022
Q3 		$55.9K Buy
389
+13
+3% +$1.98K ﹤0.01% 252
2022
Q2 		$54.4K Buy
376
+78
+26% +$12.9K ﹤0.01% 266
2022
Q1 		$48.5K Hold
298
– – ﹤0.01% 276
2021
Q4 		$35K Hold
298
– – ﹤0.01% 292
2021
Q3 		$30.2K Hold
298
– – ﹤0.01% 282
2021
Q2 		$31.2K Hold
298
– – ﹤0.01% 292
2021
Q1 		$31.2K Hold
298
– – ﹤0.01% 278
2020
Q4 		$25.2K Sell
298
-49
-14% -$3.97K ﹤0.01% 261
2020
Q3 		$25K Buy
347
+49
+16% +$4.12K ﹤0.01% 237
2020
Q2 		$26.6K Buy
298
+80
+37% +$7.16K ﹤0.01% 226
2020
Q1 		$15.8K Sell
218
-295
-58% -$29.1K ﹤0.01% 228
2019
Q4 		$61.8K Buy
513
+121
+31% +$14.3K 0.01% 219
2019
Q3 		$46.5K Sell
392
-85
-18% -$10.3K 0.01% 211
2019
Q2 		$59.4K Buy
477
+136
+40% +$16.4K 0.01% 210
2019
Q1 		$42K Hold
341
– – 0.01% 219
2018
Q4 		$37.1K Sell
341
-3,245
-90% -$376K 0.01% 224
2018
Q3 		$438K Buy
+3,586
New +$435K 0.09% 125

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Qtrade Securities's CVX Position: Q1 2024 in Review

Credential Qtrade Securities increased its Chevron (CVX) stake by 8.8% in Q1 2024, buying an estimated $61.9K and bringing the position to 5,051 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #173.

Credential Qtrade Securities first reported a position in CVX in Q3 2018 and has held it in 23 quarters since. The position peaked at $801K in Q3 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Credential Qtrade Securities held 5,051 shares of Chevron worth $797K as of Q1 2024.
  • Credential Qtrade Securities bought 410 Chevron shares in Q1 2024, an estimated $61.9K.
  • Chevron made up 0.04% of Credential Qtrade Securities's portfolio in Q1 2024, its #173 holding.
  • Credential Qtrade Securities first reported a position in Chevron in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Chevron position peaked at $801K in Q3 2023.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.