KPPF
CVX icon

Klein Pavlis & Peasley Financial’s Chevron CVX Stock Holding History

Klein Pavlis & Peasley Financial’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
-5,868
Closed -$864K – 76
2024
Q3 		$864K Sell
5,868
-12
-0.2% -$1.79K 0.69% 55
2024
Q2 		$920K Sell
5,880
-4,231
-42% -$675K 0.82% 48
2024
Q1 		$1.59M Sell
10,111
-3,124
-24% -$471K 1.44% 27
2023
Q4 		$1.97M Buy
+13,235
New +$2M 1.84% 15

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

Klein Pavlis & Peasley Financial's CVX Position: Q4 2024 in Review

Klein Pavlis & Peasley Financial sold out of Chevron (CVX) in Q4 2024, closing a stake of 5,868 shares — an estimated $864K sold.

Klein Pavlis & Peasley Financial first reported a position in CVX in Q4 2023 and held it in 4 quarters. The position peaked at $1.97M in Q4 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Klein Pavlis & Peasley Financial reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 5,868 Chevron shares in Q4 2024, an estimated $864K.
  • Klein Pavlis & Peasley Financial first reported a position in Chevron in Q4 2023 and held it in 4 quarters.
  • Klein Pavlis & Peasley Financial's Chevron position peaked at $1.97M in Q4 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2024, filed 27 Jan 2025.