KFP
CVX icon

Keener Financial Planning’s Chevron CVX Stock Holding History

Keener Financial Planning’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
-59
Closed -$8K – 175
2024
Q3 		$8K Sell
59
-72
-55% -$10.7K 0.01% 139
2024
Q2 		$20K Sell
131
-46
-26% -$7.33K 0.01% 112
2024
Q1 		$28K Sell
177
-190
-52% -$28.7K 0.02% 110
2023
Q4 		$55K Buy
+367
New +$55.5K 0.04% 89

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 $1.88B AUM 29.07% 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

Keener Financial Planning's CVX Position: Q4 2024 in Review

Keener Financial Planning sold out of Chevron (CVX) in Q4 2024, closing a stake of 59 shares — an estimated $8K sold.

Keener Financial Planning first reported a position in CVX in Q4 2023 and held it in 4 quarters. The position peaked at $55K in Q4 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Keener Financial Planning reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 59 Chevron shares in Q4 2024, an estimated $8K.
  • Keener Financial Planning first reported a position in Chevron in Q4 2023 and held it in 4 quarters.
  • Keener Financial Planning's Chevron position peaked at $55K in Q4 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.