Reston Wealth Management’s Chevron CVX Stock Holding History

Reston Wealth Management’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	-434	Closed	-$63.9K	–	149
2024 Q3	$63.9K	Buy	+434	New	+$64.6K	0.02%	114

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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reston Wealth Management's CVX Position: Q4 2024 in Review

Reston Wealth Management sold out of Chevron (CVX) in Q4 2024, closing a stake of 434 shares — an estimated $63.9K sold.

Reston Wealth Management first reported a position in CVX in Q3 2024 and held it in 1 quarter. The position peaked at $63.9K in Q3 2024. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Reston Wealth Management reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 434 Chevron shares in Q4 2024, an estimated $63.9K.
Reston Wealth Management first reported a position in Chevron in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Chevron position peaked at $63.9K in Q3 2024.
3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.