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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Dell Group's CVX Position: Q1 2025 in Review

O'Dell Group sold out of Chevron (CVX) in Q1 2025, closing a stake of 2,255 shares — an estimated $327K sold.

O'Dell Group first reported a position in CVX in Q4 2019 and held it in 18 quarters. The position peaked at $414K in Q1 2022. 3,823 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • O'Dell Group reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 2,255 Chevron shares in Q1 2025, an estimated $327K.
  • O'Dell Group first reported a position in Chevron in Q4 2019 and held it in 18 quarters.
  • O'Dell Group's Chevron position peaked at $414K in Q1 2022.
  • 3,823 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.