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MFA Wealth Advisors’s Chevron CVX Stock Holding History

MFA Wealth Advisors’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
-376
Closed -$55.4K – 142
2024
Q3 		$55.4K Hold
376
– – 0.01% 174
2024
Q2 		$58.8K Buy
+376
New +$60K 0.01% 169
2024
Q1 		– Sell
-1,497
Closed -$223K – 88
2023
Q4 		$223K Buy
+1,497
New +$226K 0.06% 84
2020
Q3 		– Sell
-191
Closed -$17K – 73
2020
Q2 		$17K Buy
+191
New +$17.1K 0.01% 128

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

MFA Wealth Advisors's CVX Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 376 shares — an estimated $55.4K sold.

MFA Wealth Advisors first reported a position in CVX in Q2 2020 and held it in 4 quarters. The position peaked at $223K in Q4 2023. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 376 Chevron shares in Q4 2024, an estimated $55.4K.
  • MFA Wealth Advisors first reported a position in Chevron in Q2 2020 and held it in 4 quarters.
  • MFA Wealth Advisors's Chevron position peaked at $223K in Q4 2023.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.