EWM
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Executive Wealth Management’s Chevron CVX Stock Holding History

Executive 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 		– Sell
-1,538
Closed -$226K – 260
2024
Q3 		$226K Buy
+1,538
New +$229K 0.02% 249
2024
Q2 		– Sell
-31,431
Closed -$5M – 148
2024
Q1 		$5M Buy
31,431
+5,754
+22% +$868K 0.44% 73
2023
Q4 		$3.83M Buy
25,677
+4,654
+22% +$704K 0.36% 70
2023
Q3 		$3.55M Buy
21,023
+255
+1% +$41.2K 0.37% 72
2023
Q2 		$3.27M Buy
20,768
+2,618
+14% +$420K 0.34% 73
2023
Q1 		$2.96M Buy
18,150
+11,820
+187% +$1.98M 0.33% 74
2022
Q4 		$1.14M Buy
+6,330
New +$1.1M 0.14% 111
2022
Q3 		– Sell
-1,417
Closed -$205K – 179
2022
Q2 		$205K Buy
1,417
+186
+15% +$30.7K 0.03% 174
2022
Q1 		$200K Buy
+1,231
New +$177K 0.02% 183
2020
Q1 		– Sell
-37,627
Closed -$4.53M – 129
2019
Q4 		$4.53M Buy
37,627
+2,285
+6% +$269K 0.62% 47
2019
Q3 		$4.19M Buy
35,342
+4,017
+13% +$488K 0.64% 41
2019
Q2 		$3.9M Buy
31,325
+3,328
+12% +$402K 0.55% 44
2019
Q1 		$3.45M Buy
27,997
+1,736
+7% +$205K 0.62% 36
2018
Q4 		$2.86M Buy
+26,261
New +$3.04M 0.5% 42

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

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

Executive Wealth Management sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,538 shares — an estimated $226K sold.

Executive Wealth Management first reported a position in CVX in Q4 2018 and held it in 14 quarters. The position peaked at $5M in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Executive Wealth Management reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 1,538 Chevron shares in Q4 2024, an estimated $226K.
  • Executive Wealth Management first reported a position in Chevron in Q4 2018 and held it in 14 quarters.
  • Executive Wealth Management's Chevron position peaked at $5M in Q1 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

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