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Morningstar Investment Services’s Chevron CVX Stock Holding History

Morningstar Investment Services’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
-4,724
Closed -$687K – 192
2024
Q3 		$687K Sell
4,724
-1,047
-18% -$156K 0.01% 243
2024
Q2 		$902K Sell
5,771
-121,785
-95% -$19.4M 0.01% 206
2024
Q1 		$19.9M Sell
127,556
-124,422
-49% -$18.8M 0.22% 100
2023
Q4 		$37.7M Buy
251,978
+125,344
+99% +$19M 0.21% 99
2023
Q3 		$21.6M Buy
126,634
+1,198
+1% +$194K 0.28% 93
2023
Q2 		$19.6M Buy
+125,436
New +$20.1M 0.25% 98
2023
Q1 		– Sell
-1,331
Closed -$230K – 229
2022
Q4 		$230K Buy
+1,331
New +$232K ﹤0.01% 210
2016
Q2 		– Sell
-387,393
Closed -$37M – 223
2016
Q1 		$37M Buy
387,393
+41,565
+12% +$3.64M 1.27% 20
2015
Q4 		$31.1M Buy
345,828
+20,634
+6% +$1.86M 1.23% 25
2015
Q3 		$25.7M Buy
325,194
+1,108
+0.3% +$93.3K 1.09% 25
2015
Q2 		$31.3M Buy
324,086
+25,698
+9% +$2.7M 1.33% 19
2015
Q1 		$31.3M Buy
298,388
+102,729
+53% +$11M 1.37% 15
2014
Q4 		$21.9M Buy
195,659
+26,027
+15% +$2.96M 1.03% 24
2014
Q3 		$20.2M Buy
169,632
+11,744
+7% +$1.5M 1.04% 23
2014
Q2 		$20.6M Buy
157,888
+36,187
+30% +$4.5M 1.2% 21
2014
Q1 		$14.5M Buy
121,701
+7,541
+7% +$877K 0.99% 26
2013
Q4 		$14.3M Buy
114,160
+6,680
+6% +$807K 1.07% 25
2013
Q3 		$13M Buy
107,480
+11,921
+12% +$1.47M 1.13% 20
2013
Q2 		$11.3M Buy
+95,559
New +$11.5M 1.18% 18

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

Morningstar Investment Services's CVX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Chevron (CVX) in Q4 2024, closing a stake of 4,724 shares — an estimated $687K sold.

Morningstar Investment Services first reported a position in CVX in Q2 2013 and held it in 19 quarters. The position peaked at $37.7M in Q4 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,724 Chevron shares in Q4 2024, an estimated $687K.
  • Morningstar Investment Services first reported a position in Chevron in Q2 2013 and held it in 19 quarters.
  • Morningstar Investment Services's Chevron position peaked at $37.7M in Q4 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.