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Lake Street Advisors Group’s Chevron CVX Stock Holding History

Lake Street Advisors 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 		$3.67M Buy
25,372
+10,200
+67% +$1.56M 0.17% 82
2024
Q3 		$2.23M Sell
15,172
-10,600
-41% -$1.58M 0.1% 113
2024
Q2 		$4.03M Buy
25,772
+622
+2% +$99.2K 0.19% 71
2024
Q1 		$3.97M Buy
25,150
+364
+1% +$54.9K 0.19% 78
2023
Q4 		$3.7M Sell
24,786
-400
-2% -$60.5K 0.19% 80
2023
Q3 		$4.25M Sell
25,186
-1,562
-6% -$252K 0.25% 70
2023
Q2 		$4.21M Buy
26,748
+2,455
+10% +$394K 0.23% 67
2023
Q1 		$3.96M Buy
24,293
+720
+3% +$121K 0.25% 64
2022
Q4 		$4.23M Buy
+23,573
New +$4.11M 0.28% 58
2021
Q3 		– Sell
-4,444
Closed -$456K – 272
2021
Q2 		$456K Buy
4,444
+93
+2% +$9.82K 0.03% 175
2021
Q1 		$456K Buy
4,351
+33
+0.8% +$3.22K 0.04% 170
2020
Q4 		$365K Buy
4,318
+1,401
+48% +$113K 0.03% 192
2020
Q3 		$210K Sell
2,917
-2,272
-44% -$191K 0.02% 258
2020
Q2 		$463K Buy
5,189
+2,343
+82% +$210K 0.05% 142
2020
Q1 		$206K Sell
2,846
-1,864
-40% -$184K 0.03% 223
2019
Q4 		$568K Sell
4,710
-268
-5% -$31.6K 0.06% 109
2019
Q3 		$543K Sell
4,978
-327
-6% -$39.7K 0.06% 91
2019
Q2 		$660K Buy
5,305
+404
+8% +$48.9K 0.07% 82
2019
Q1 		$604K Buy
4,901
+327
+7% +$38.7K 0.06% 89
2018
Q4 		$498K Buy
4,574
+424
+10% +$49.1K 0.06% 92
2018
Q3 		$507K Sell
4,150
-2,333
-36% -$283K 0.06% 95
2018
Q2 		$820K Sell
6,483
-16
-0.2% -$1.99K 0.08% 102
2018
Q1 		$741K Buy
6,499
+727
+13% +$86.9K 0.08% 92
2017
Q4 		$723K Buy
+5,772
New +$684K 0.08% 100

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

Lake Street Advisors Group's CVX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Chevron (CVX) stake by 67% in Q4 2024, buying an estimated $1.56M and bringing the position to 25,372 shares worth $3.67M. The position accounts for 0.17% of the portfolio, ranked #82.

Lake Street Advisors Group first reported a position in CVX in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.25M in Q3 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Lake Street Advisors Group held 25,372 shares of Chevron worth $3.67M as of Q4 2024.
  • Lake Street Advisors Group bought 10,200 Chevron shares in Q4 2024, an estimated $1.56M.
  • Chevron made up 0.17% of Lake Street Advisors Group's portfolio in Q4 2024, its #82 holding.
  • Lake Street Advisors Group first reported a position in Chevron in Q4 2017 and has held it in 24 quarters since.
  • Lake Street Advisors Group's Chevron position peaked at $4.25M in Q3 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.