KC
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Kades & Cheifetz’s Chevron CVX Stock Holding History

Kades & Cheifetz’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 		$245K Sell
1,689
-2,166
-56% -$332K 0.13% 91
2024
Q3 		$568K Buy
3,855
+73
+2% +$10.9K 0.33% 59
2024
Q2 		$592K Sell
3,782
-46
-1% -$7.33K 0.37% 55
2024
Q1 		$604K Buy
3,828
+118
+3% +$17.8K 0.39% 50
2023
Q4 		$553K Sell
3,710
-183
-5% -$27.7K 0.39% 51
2023
Q3 		$656K Buy
3,893
+47
+1% +$7.59K 0.52% 42
2023
Q2 		$605K Sell
3,846
-104
-3% -$16.7K 0.46% 44
2023
Q1 		$645K Sell
3,950
-82
-2% -$13.7K 0.51% 43
2022
Q4 		$724K Buy
+4,032
New +$704K 0.6% 36

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

Kades & Cheifetz's CVX Position: Q4 2024 in Review

Kades & Cheifetz reduced its Chevron (CVX) stake by 56% in Q4 2024, selling an estimated $332K and leaving 1,689 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #91.

Kades & Cheifetz first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $724K in Q4 2022. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Kades & Cheifetz held 1,689 shares of Chevron worth $245K as of Q4 2024.
  • Kades & Cheifetz sold 2,166 Chevron shares in Q4 2024, an estimated $332K.
  • Chevron made up 0.13% of Kades & Cheifetz's portfolio in Q4 2024, its #91 holding.
  • Kades & Cheifetz first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Chevron position peaked at $724K in Q4 2022.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.