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Oxford Wealth Group’s Chevron CVX Stock Holding History

Oxford Wealth 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
2024
Q4 		$1.19M Sell
8,209
-220
-3% -$33.7K 0.77% 30
2024
Q3 		$1.24M Sell
8,429
-1,537
-15% -$229K 1.01% 27
2024
Q2 		$1.56M Buy
9,966
+3,157
+46% +$503K 1.07% 26
2024
Q1 		$1.07M Buy
+6,809
New +$1.03M 0.98% 28

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

Oxford Wealth Group's CVX Position: Q4 2024 in Review

Oxford Wealth Group reduced its Chevron (CVX) stake by 2.6% in Q4 2024, selling an estimated $33.7K and leaving 8,209 shares worth $1.19M. The position accounts for 0.77% of the portfolio, ranked #30.

Oxford Wealth Group first reported a position in CVX in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.56M in Q2 2024. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Oxford Wealth Group held 8,209 shares of Chevron worth $1.19M as of Q4 2024.
  • Oxford Wealth Group sold 220 Chevron shares in Q4 2024, an estimated $33.7K.
  • Chevron made up 0.77% of Oxford Wealth Group's portfolio in Q4 2024, its #30 holding.
  • Oxford Wealth Group first reported a position in Chevron in Q1 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's Chevron position peaked at $1.56M in Q2 2024.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.