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Kiely Wealth Advisory Group’s Chevron CVX Stock Holding History

Kiely Wealth Advisory Group’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 		$69.2K Hold
444
– – 0.04% 106
2024
Q3 		$69.3K Hold
444
– – 0.04% 108
2024
Q2 		$64.2K Hold
444
– – 0.04% 96
2024
Q1 		$73.9K Hold
444
– – 0.04% 86
2023
Q4 		$66K Buy
+444
New +$67.2K 0.04% 88

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

Kiely Wealth Advisory Group's CVX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Chevron (CVX) position steady in Q4 2024 at 444 shares worth $69.2K. The position accounts for 0.04% of the portfolio, ranked #106.

Kiely Wealth Advisory Group first reported a position in CVX in Q4 2023 and has held it in 5 quarters since. The position peaked at $73.9K in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Kiely Wealth Advisory Group held 444 shares of Chevron worth $69.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Chevron share count unchanged in Q4 2024.
  • Chevron made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #106 holding.
  • Kiely Wealth Advisory Group first reported a position in Chevron in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Chevron position peaked at $73.9K in Q1 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.