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Geller Advisors’s Chevron CVX Stock Holding History

Geller Advisors’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 		$324K Hold
2,238
– – 0.02% 188
2024
Q3 		$330K Sell
2,238
-400
-15% -$59.5K 0.02% 189
2024
Q2 		$413K Sell
2,638
-148
-5% -$23.6K 0.03% 163
2024
Q1 		$439K Sell
2,786
-257
-8% -$38.8K 0.04% 165
2023
Q4 		$454K Buy
3,043
+880
+41% +$133K 0.04% 141
2023
Q3 		$365K Buy
2,163
+50
+2% +$8.08K 0.04% 158
2023
Q2 		$332K Sell
2,113
-69
-3% -$11.1K 0.04% 169
2023
Q1 		$356K Buy
2,182
+845
+63% +$142K 0.05% 100
2022
Q4 		$240K Sell
1,337
-273
-17% -$47.6K 0.04% 127
2022
Q3 		$231K Sell
1,610
-367
-19% -$56K 0.05% 108
2022
Q2 		$286K Buy
1,977
+48
+2% +$7.93K 0.06% 92
2022
Q1 		$314K Buy
1,929
+140
+8% +$20.1K 0.06% 102
2021
Q4 		$210K Buy
+1,789
New +$203K 0.04% 172

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

Geller Advisors's CVX Position: Q4 2024 in Review

Geller Advisors held its Chevron (CVX) position steady in Q4 2024 at 2,238 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #188.

Geller Advisors first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $454K in Q4 2023. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Geller Advisors held 2,238 shares of Chevron worth $324K as of Q4 2024.
  • Geller Advisors left its Chevron share count unchanged in Q4 2024.
  • Chevron made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #188 holding.
  • Geller Advisors first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
  • Geller Advisors's Chevron position peaked at $454K in Q4 2023.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.