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Edge Capital Group’s Chevron CVX Stock Holding History

Edge Capital Group’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 		$10M Buy
69,191
+2,689
+4% +$412K 0.45% 50
2024
Q3 		$9.79M Sell
66,502
-2,723
-4% -$405K 0.43% 51
2024
Q2 		$10.8M Buy
69,225
+1,601
+2% +$255K 0.52% 43
2024
Q1 		$10.7M Buy
67,624
+10,033
+17% +$1.51M 0.53% 41
2023
Q4 		$8.59M Buy
57,591
+5,923
+11% +$896K 0.48% 47
2023
Q3 		$8.71M Buy
51,668
+3,161
+7% +$511K 0.56% 38
2023
Q2 		$7.63M Buy
48,507
+3,195
+7% +$512K 0.44% 56
2023
Q1 		$7.39M Sell
45,312
-23,061
-34% -$3.87M 0.46% 53
2022
Q4 		$12.3M Buy
68,373
+19,651
+40% +$3.43M 0.86% 28
2022
Q3 		$7M Buy
48,722
+8,145
+20% +$1.24M 0.58% 40
2022
Q2 		$5.88M Sell
40,577
-32,211
-44% -$5.32M 0.51% 47
2022
Q1 		$11.9M Sell
72,788
-13,287
-15% -$1.91M 0.81% 27
2021
Q4 		$10.1M Sell
86,075
-45,514
-35% -$5.17M 0.72% 29
2021
Q3 		$13.3M Buy
131,589
+45,037
+52% +$4.49M 1.06% 20
2021
Q2 		$9.06M Sell
86,552
-2,031
-2% -$214K 0.72% 28
2021
Q1 		$9.28M Sell
88,583
-59,713
-40% -$5.83M 0.78% 27
2020
Q4 		$12.5M Buy
148,296
+50,963
+52% +$4.13M 1.05% 19
2020
Q3 		$7.01M Sell
97,333
-997
-1% -$83.9K 0.7% 33
2020
Q2 		$8.77M Sell
98,330
-3,848
-4% -$345K 0.92% 23
2020
Q1 		$7.4M Buy
102,178
+83,012
+433% +$8.2M 0.88% 27
2019
Q4 		$2.31M Buy
19,166
+335
+2% +$39.5K 0.22% 80
2019
Q3 		$2.23M Sell
18,831
-403
-2% -$48.9K 0.23% 78
2019
Q2 		$2.39M Buy
19,234
+1,268
+7% +$153K 0.23% 84
2019
Q1 		$2.21M Sell
17,966
-66
-0.4% -$7.81K 0.22% 84
2018
Q4 		$1.96M Buy
+18,032
New +$2.09M 0.21% 84

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

Edge Capital Group's CVX Position: Q4 2024 in Review

Edge Capital Group increased its Chevron (CVX) stake by 4% in Q4 2024, buying an estimated $412K and bringing the position to 69,191 shares worth $10M. The position accounts for 0.45% of the portfolio, ranked #50.

Edge Capital Group first reported a position in CVX in Q4 2018 and has held it in 25 quarters since. The position peaked at $13.3M in Q3 2021. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Edge Capital Group held 69,191 shares of Chevron worth $10M as of Q4 2024.
  • Edge Capital Group bought 2,689 Chevron shares in Q4 2024, an estimated $412K.
  • Chevron made up 0.45% of Edge Capital Group's portfolio in Q4 2024, its #50 holding.
  • Edge Capital Group first reported a position in Chevron in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Chevron position peaked at $13.3M in Q3 2021.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.