DWA
CVX icon

Dougherty Wealth Advisers’s Chevron CVX Stock Holding History

Dougherty Wealth Advisers’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
-20
Closed -$2.94K – 110
2024
Q3 		$2.94K Hold
20
– – ﹤0.01% 105
2024
Q2 		$3.13K Hold
20
– – ﹤0.01% 105
2024
Q1 		$3.15K Buy
+20
New +$3.02K ﹤0.01% 105

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

Dougherty Wealth Advisers's CVX Position: Q4 2024 in Review

Dougherty Wealth Advisers sold out of Chevron (CVX) in Q4 2024, closing a stake of 20 shares — an estimated $2.94K sold.

Dougherty Wealth Advisers first reported a position in CVX in Q1 2024 and held it in 3 quarters. The position peaked at $3.15K in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Dougherty Wealth Advisers reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 20 Chevron shares in Q4 2024, an estimated $2.94K.
  • Dougherty Wealth Advisers first reported a position in Chevron in Q1 2024 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Chevron position peaked at $3.15K in Q1 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

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