Householder Group Estate & Retirement Specialist’s Chevron CVX Stock Holding History

Householder Group Estate & Retirement Specialist’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	$81K	Sell	563 -4,098	-88%	-$627K	0.06%	171
2024 Q3	$686K	Buy	4,661 +128	+3%	+$19.1K	0.2%	103
2024 Q2	$709K	Buy	4,533 +2,139	+89%	+$341K	0.2%	106
2024 Q1	$378K	Sell	2,394 -101	-4%	-$15.2K	0.11%	162
2023 Q4	$372K	Buy	2,495 +148	+6%	+$22.4K	0.12%	155
2023 Q3	$396K	Buy	+2,347	New	+$379K	0.14%	135
2023 Q1	$686K	Buy	+4,203	New	+$705K	0.26%	86
2022 Q4	–	Sell	-5,000	Closed	-$718K	–	478
2022 Q3	$718K	Buy	5,000 +389	+8%	+$59.3K	0.3%	74
2022 Q2	$668K	Buy	4,611 +300	+7%	+$49.6K	0.3%	79
2022 Q1	$702K	Buy	4,311 +1,179	+38%	+$169K	0.28%	95
2021 Q4	$368K	Buy	+3,132	New	+$356K	0.14%	147

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CVX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Chevron (CVX) stake by 88% in Q4 2024, selling an estimated $627K and leaving 563 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #171.

Householder Group Estate & Retirement Specialist first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. The position peaked at $718K in Q3 2022. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 563 shares of Chevron worth $81K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,098 Chevron shares in Q4 2024, an estimated $627K.
Chevron made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #171 holding.
Householder Group Estate & Retirement Specialist first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Chevron position peaked at $718K in Q3 2022.
3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.