O'Dell Group’s Chevron CVX Stock Holding History

O'Dell 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
2025 Q1	–	Sell	-2,255	Closed	-$327K	–	47
2024 Q4	$327K	Sell	2,255 -29	-1%	-$4.44K	0.07%	72
2024 Q3	$336K	Buy	2,284 +16	+0.7%	+$2.38K	0.07%	68
2024 Q2	$358K	Hold	2,268	–	–	0.09%	59
2024 Q1	$358K	Sell	2,268 -35	-2%	-$5.28K	0.09%	59
2023 Q4	$344K	Sell	2,303 -14	-0.6%	-$2.12K	0.09%	59
2023 Q3	$391K	Buy	2,317 +174	+8%	+$28.1K	0.12%	47
2023 Q2	$337K	Buy	2,143 +69	+3%	+$11.1K	0.1%	59
2023 Q1	$338K	Sell	2,074 -20	-1%	-$3.35K	0.11%	54
2022 Q4	$376K	Buy	2,094 +223	+12%	+$38.9K	0.13%	50
2022 Q3	$269K	Sell	1,871 -676	-27%	-$103K	0.1%	51
2022 Q2	$369K	Buy	2,547 +4	+0.2%	+$661	0.13%	47
2022 Q1	$414K	Sell	2,543 -70	-3%	-$10K	0.12%	45
2021 Q4	$307K	Buy	2,613 +31	+1%	+$3.52K	0.09%	56
2021 Q3	$262K	Buy	2,582 +6	+0.2%	+$598	0.08%	62
2021 Q2	$270K	Sell	2,576 -533	-17%	-$56.3K	0.09%	65
2021 Q1	$326K	Buy	3,109 +674	+28%	+$65.8K	0.11%	48
2020 Q4	$206K	Buy	+2,435	New	+$197K	0.08%	60
2020 Q1	–	Sell	-1,761	Closed	-$212K	–	32
2019 Q4	$212K	Buy	+1,761	New	+$207K	0.11%	57

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return