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RE Dickinson Investment Advisors’s Chevron CVX Stock Holding History

RE Dickinson Investment 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 		$154K Buy
1,064
+1
+0.1% +$153 0.09% 54
2024
Q3 		$157K Hold
1,063
– – 0.09% 55
2024
Q2 		$166K Buy
1,063
+100
+10% +$15.9K 0.1% 52
2024
Q1 		$152K Sell
963
-84
-8% -$12.7K 0.1% 51
2023
Q4 		$156K Hold
1,047
– – 0.1% 48
2023
Q3 		$177K Buy
1,047
+106
+11% +$17.1K 0.12% 44
2023
Q2 		$148K Sell
941
-326
-26% -$52.3K 0.05% 96
2023
Q1 		$207K Sell
1,267
-60
-5% -$10.1K 0.07% 89
2022
Q4 		$238K Buy
1,327
+37
+3% +$6.46K 0.1% 72
2022
Q3 		$185K Sell
1,290
-17
-1% -$2.59K 0.15% 43
2022
Q2 		$189K Hold
1,307
– – 0.03% 44
2022
Q1 		$213K Sell
1,307
-329
-20% -$47.2K 0.14% 44
2021
Q4 		$192K Buy
+1,636
New +$186K 0.15% 40

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's CVX Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Chevron (CVX) stake by 0.09% in Q4 2024, buying an estimated $153 and bringing the position to 1,064 shares worth $154K. The position accounts for 0.09% of the portfolio, ranked #54.

RE Dickinson Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $238K in Q4 2022. 3,762 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • RE Dickinson Investment Advisors held 1,064 shares of Chevron worth $154K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 1 Chevron share in Q4 2024, an estimated $153.
  • Chevron made up 0.09% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #54 holding.
  • RE Dickinson Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Chevron position peaked at $238K in Q4 2022.
  • 3,762 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.