GWM
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Gray Wealth Management’s Chevron CVX Stock Holding History

Gray 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 		$805K Sell
5,556
-233
-4% -$35.7K 0.31% 50
2024
Q3 		$853K Buy
5,789
+292
+5% +$43.5K 0.34% 48
2024
Q2 		$860K Buy
5,497
+39
+0.7% +$6.22K 0.37% 47
2024
Q1 		$861K Sell
5,458
-41
-0.7% -$6.19K 0.38% 47
2023
Q4 		$820K Sell
5,499
-631
-10% -$95.4K 0.4% 46
2023
Q3 		$1.03M Buy
6,130
+433
+8% +$69.9K 0.53% 38
2023
Q2 		$896K Buy
5,697
+162
+3% +$26K 0.45% 44
2023
Q1 		$903K Buy
5,535
+12
+0.2% +$2.01K 0.49% 43
2022
Q4 		$991K Buy
5,523
+116
+2% +$20.2K 0.57% 40
2022
Q3 		$777K Buy
5,407
+80
+2% +$12.2K 0.5% 42
2022
Q2 		$771K Buy
5,327
+43
+0.8% +$7.11K 0.47% 46
2022
Q1 		$860K Sell
5,284
-123
-2% -$17.6K 0.44% 42
2021
Q4 		$635K Sell
5,407
-167
-3% -$19K 0.32% 55
2021
Q3 		$565K Buy
5,574
+483
+9% +$48.2K 0.32% 53
2021
Q2 		$533K Buy
5,091
+207
+4% +$21.9K 0.31% 59
2021
Q1 		$512K Buy
4,884
+710
+17% +$69.3K 0.32% 57
2020
Q4 		$352K Sell
4,174
-1,426
-25% -$115K 0.24% 69
2020
Q3 		$404K Sell
5,600
-672
-11% -$56.5K 0.32% 56
2020
Q2 		$567K Buy
6,272
+358
+6% +$32.1K 0.49% 44
2020
Q1 		$430K Buy
+5,914
New +$584K 0.47% 46

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

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

Gray Wealth Management reduced its Chevron (CVX) stake by 4% in Q4 2024, selling an estimated $35.7K and leaving 5,556 shares worth $805K. The position accounts for 0.31% of the portfolio, ranked #50.

Gray Wealth Management first reported a position in CVX in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.03M in Q3 2023. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Gray Wealth Management held 5,556 shares of Chevron worth $805K as of Q4 2024.
  • Gray Wealth Management sold 233 Chevron shares in Q4 2024, an estimated $35.7K.
  • Chevron made up 0.31% of Gray Wealth Management's portfolio in Q4 2024, its #50 holding.
  • Gray Wealth Management first reported a position in Chevron in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Chevron position peaked at $1.03M in Q3 2023.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.