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Seneca Financial Advisors’s Chevron CVX Stock Holding History

Seneca Financial 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 		– Sell
-1,698
Closed -$250K – 56
2024
Q3 		$250K Hold
1,698
– – 0.12% 42
2024
Q2 		$266K Hold
1,698
– – 0.14% 48
2024
Q1 		$268K Hold
1,698
– – 0.14% 49
2023
Q4 		$253K Sell
1,698
-129
-7% -$19.5K 0.15% 48
2023
Q3 		$308K Buy
+1,827
New +$295K 0.21% 41

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 $1.6B AUM 20.7% 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

Seneca Financial Advisors's CVX Position: Q4 2024 in Review

Seneca Financial Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 1,698 shares — an estimated $250K sold.

Seneca Financial Advisors first reported a position in CVX in Q3 2023 and held it in 5 quarters. The position peaked at $308K in Q3 2023. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Seneca Financial Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Seneca Financial Advisors sold 1,698 Chevron shares in Q4 2024, an estimated $250K.
  • Seneca Financial Advisors first reported a position in Chevron in Q3 2023 and held it in 5 quarters.
  • Seneca Financial Advisors's Chevron position peaked at $308K in Q3 2023.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Seneca Financial Advisors's 13F filing for Q4 2024, filed 27 Aug 2025.