Kolinsky Wealth Management’s Chevron CVX Stock Holding History

Kolinsky Wealth Management’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	$699K	Hold	4,828	–	–	0.43%	42
2024 Q3	$711K	Sell	4,828 -9	-0.2%	-$1.34K	0.46%	39
2024 Q2	$757K	Buy	4,837 +440	+10%	+$70.2K	0.54%	34
2024 Q1	$694K	Buy	4,397 +251	+6%	+$37.9K	0.53%	36
2023 Q4	$618K	Sell	4,146 -302	-7%	-$45.7K	0.54%	36
2023 Q3	$750K	Sell	4,448 -4	-0.1%	-$646	0.74%	24
2023 Q2	$696K	Buy	4,452 +403	+10%	+$64.6K	0.66%	23
2023 Q1	$661K	Buy	4,049 +2	+0%	+$335	0.7%	23
2022 Q4	$726K	Sell	4,047 -23	-0.6%	-$4.01K	0.83%	20
2022 Q3	$585K	Sell	4,070 -33	-0.8%	-$5.03K	0.73%	21
2022 Q2	$594K	Buy	4,103 +53	+1%	+$8.76K	0.7%	23
2022 Q1	$659K	Buy	4,050 +689	+20%	+$98.8K	0.65%	23
2021 Q4	$394K	Buy	+3,361	New	+$382K	0.36%	57

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's CVX Position: Q4 2024 in Review

Kolinsky Wealth Management held its Chevron (CVX) position steady in Q4 2024 at 4,828 shares worth $699K. The position accounts for 0.43% of the portfolio, ranked #42.

Kolinsky Wealth Management first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $757K in Q2 2024. 3,762 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Kolinsky Wealth Management held 4,828 shares of Chevron worth $699K as of Q4 2024.
Kolinsky Wealth Management left its Chevron share count unchanged in Q4 2024.
Chevron made up 0.43% of Kolinsky Wealth Management's portfolio in Q4 2024, its #42 holding.
Kolinsky Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Chevron position peaked at $757K in Q2 2024.
3,762 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.