Merriman Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $680K | Sell |
4,696
-176
| -4% | -$26.9K | 0.03% | 108 |
|
|
2024
Q3 | $718K | Buy |
4,872
+220
| +5% | +$32.7K | 0.03% | 120 |
|
|
2024
Q2 | $728K | Sell |
4,652
-277
| -6% | -$44.2K | 0.03% | 117 |
|
|
2024
Q1 | $777K | Sell |
4,929
-599
| -11% | -$90.4K | 0.03% | 111 |
|
|
2023
Q4 | $825K | Buy |
5,528
+20
| +0.4% | +$3.02K | 0.04% | 107 |
|
|
2023
Q3 | $929K | Sell |
5,508
-1,086
| -16% | -$175K | 0.05% | 83 |
|
|
2023
Q2 | $1.04M | Buy |
6,594
+1,557
| +31% | +$250K | 0.05% | 101 |
|
|
2023
Q1 | $822K | Sell |
5,037
-243
| -5% | -$40.7K | 0.04% | 106 |
|
|
2022
Q4 | $948K | Buy |
5,280
+279
| +6% | +$48.7K | 0.05% | 100 |
|
|
2022
Q3 | $718K | Sell |
5,001
-5
| -0.1% | -$763 | 0.05% | 79 |
|
|
2022
Q2 | $725K | Sell |
5,006
-266
| -5% | -$44K | 0.05% | 85 |
|
|
2022
Q1 | $858K | Sell |
5,272
-580
| -10% | -$83.2K | 0.07% | 90 |
|
|
2021
Q4 | $687K | Buy |
5,852
+624
| +12% | +$70.9K | 0.05% | 126 |
|
|
2021
Q3 | $530K | Sell |
5,228
-89
| -2% | -$8.88K | 0.04% | 134 |
|
|
2021
Q2 | $557K | Buy |
5,317
+527
| +11% | +$55.6K | 0.05% | 155 |
|
|
2021
Q1 | $502K | Sell |
4,790
-258
| -5% | -$25.2K | 0.06% | 132 |
|
|
2020
Q4 | $427K | Buy |
5,048
+26
| +0.5% | +$2.1K | 0.05% | 152 |
|
|
2020
Q3 | $362K | Sell |
5,022
-455
| -8% | -$38.3K | 0.05% | 127 |
|
|
2020
Q2 | $489K | Sell |
5,477
-405
| -7% | -$36.3K | 0.08% | 104 |
|
|
2020
Q1 | $426K | Sell |
5,882
-391
| -6% | -$38.6K | 0.09% | 99 |
|
|
2019
Q4 | $756K | Buy |
6,273
+145
| +2% | +$17.1K | 0.15% | 109 |
|
|
2019
Q3 | $727K | Buy |
6,128
+1,985
| +48% | +$241K | 0.15% | 99 |
|
|
2019
Q2 | $5.17K | Sell |
4,143
-153
| -4% | -$18.5K | 0.1% | 125 |
|
|
2019
Q1 | $529K | Sell |
4,296
-195
| -4% | -$23.1K | 0.1% | 131 |
|
|
2018
Q4 | $498K | Buy |
4,491
+412
| +10% | +$47.7K | 0.11% | 90 |
|
|
2018
Q3 | $499K | Sell |
4,079
-34
| -0.8% | -$4.13K | 0.11% | 110 |
|
|
2018
Q2 | $520K | Sell |
4,113
-76
| -2% | -$9.43K | 0.12% | 104 |
|
|
2018
Q1 | $478K | Sell |
4,189
-12
| -0.3% | -$1.44K | 0.13% | 124 |
|
|
2017
Q4 | $526K | Sell |
4,201
-544
| -11% | -$64.5K | 0.13% | 113 |
|
|
2017
Q3 | $558K | Buy |
4,745
+2,658
| +127% | +$290K | 0.13% | 101 |
|
|
2017
Q2 | $218K | Hold |
2,087
| – | – | 0.06% | 108 |
|
|
2017
Q1 | $224K | Buy |
+2,087
| New | +$234K | 0.05% | 123 |
|
|
2015
Q3 | – | Sell |
-4,271
| Closed | -$398K | – | 38 |
|
|
2015
Q2 | $398K | Hold |
4,271
| – | – | 0.79% | 20 |
|
|
2015
Q1 | $456K | Buy |
4,271
+455
| +12% | +$48.6K | 0.46% | 33 |
|
|
2014
Q4 | $412K | Hold |
3,816
| – | – | 0.59% | 27 |
|
|
2014
Q3 | $453K | Buy |
3,816
+1,468
| +63% | +$187K | 0.59% | 27 |
|
|
2014
Q2 | $309K | Sell |
2,348
-276
| -11% | -$34.3K | 0.31% | 32 |
|
|
2014
Q1 | $336K | Buy |
+2,624
| New | +$305K | 0.35% | 32 |
|
Other funds holding CVX
Merriman Wealth Management's CVX Position: Q4 2024 in Review
Merriman Wealth Management reduced its Chevron (CVX) stake by 3.6% in Q4 2024, selling an estimated $26.9K and leaving 4,696 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #108.
Merriman Wealth Management first reported a position in CVX in Q1 2014 and has held it in 38 quarters since. The position peaked at $1.04M in Q2 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.
- Merriman Wealth Management held 4,696 shares of Chevron worth $680K as of Q4 2024.
- Merriman Wealth Management sold 176 Chevron shares in Q4 2024, an estimated $26.9K.
- Chevron made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #108 holding.
- Merriman Wealth Management first reported a position in Chevron in Q1 2014 and has held it in 38 quarters since.
- Merriman Wealth Management's Chevron position peaked at $1.04M in Q2 2023.
- 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.
Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.