Stillwater Capital Advisors’s Chevron CVX Stock Holding History

Stillwater Capital 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	-2,732	Closed	-$402K	–	71
2024 Q3	$402K	Buy	+2,732	New	+$407K	0.05%	59
2024 Q2	–	Sell	-2,748	Closed	-$433K	–	53
2024 Q1	$433K	Buy	2,748 +25	+0.9%	+$3.77K	0.06%	57
2023 Q4	$406K	Buy	2,723 +54	+2%	+$8.17K	0.07%	60
2023 Q3	$450K	Hold	2,669	–	–	0.08%	60
2023 Q2	$420K	Hold	2,669	–	–	0.07%	61
2023 Q1	$435K	Hold	2,669	–	–	0.08%	57
2022 Q4	$479K	Buy	2,669 +12	+0.5%	+$2.09K	0.1%	56
2022 Q3	$382K	Sell	2,657 -666	-20%	-$102K	0.09%	55
2022 Q2	$481K	Buy	3,323 +100	+3%	+$16.5K	0.09%	59
2022 Q1	$525K	Sell	3,223 -10	-0.3%	-$1.43K	0.08%	58
2021 Q4	$379K	Buy	3,233 +666	+26%	+$75.7K	0.06%	62
2021 Q3	$260K	Hold	2,567	–	–	0.04%	68
2021 Q2	$269K	Hold	2,567	–	–	0.04%	70
2021 Q1	$269K	Hold	2,567	–	–	0.05%	68
2020 Q4	$217K	Buy	+2,567	New	+$208K	0.04%	63
2020 Q3	–	Sell	-2,567	Closed	-$229K	–	64
2020 Q2	$229K	Buy	+2,567	New	+$230K	0.06%	62
2020 Q1	–	Sell	-2,567	Closed	-$309K	–	63
2019 Q4	$309K	Hold	2,567	–	–	0.07%	64
2019 Q3	$304K	Sell	2,567 -200	-7%	-$24.3K	0.08%	62
2019 Q2	$344K	Sell	2,767 -109	-4%	-$13.2K	0.09%	64
2019 Q1	$354K	Buy	2,876 +109	+4%	+$12.9K	0.08%	72
2018 Q4	$301K	Hold	2,767	–	–	0.08%	72
2018 Q3	$338K	Buy	2,767 +200	+8%	+$24.3K	0.07%	65
2018 Q2	$325K	Hold	2,567	–	–	0.08%	62
2018 Q1	$293K	Hold	2,567	–	–	0.07%	61
2017 Q4	$321K	Hold	2,567	–	–	0.08%	62
2017 Q3	$302K	Hold	2,567	–	–	0.08%	62
2017 Q2	$268K	Hold	2,567	–	–	0.07%	69
2017 Q1	$276K	Hold	2,567	–	–	0.07%	67
2016 Q4	$302K	Buy	2,567 +617	+32%	+$67.2K	0.08%	66
2016 Q3	$201K	Hold	1,950	–	–	0.06%	74
2016 Q2	$204K	Buy	+1,950	New	+$196K	0.06%	75
2015 Q4	–	Sell	-3,210	Closed	-$253K	–	75
2015 Q3	$253K	Sell	3,210 -52,936	-94%	-$4.46M	0.09%	61
2015 Q2	$5.42M	Sell	56,146 -985	-2%	-$103K	1.57%	29
2015 Q1	$6M	Buy	57,131 +3,391	+6%	+$362K	1.82%	26
2014 Q4	$6.03M	Buy	53,740 +8,987	+20%	+$1.02M	1.81%	28
2014 Q3	$5.34M	Buy	44,753 +14,831	+50%	+$1.89M	1.79%	26
2014 Q2	$3.91M	Buy	29,922 +2,903	+11%	+$361K	1.33%	29
2014 Q1	$3.21M	Buy	27,019 +2,567	+10%	+$299K	1.17%	30
2013 Q4	$3.05M	Buy	24,452 +13,425	+122%	+$1.62M	1.18%	29
2013 Q3	$1.34M	Buy	11,027 +1,690	+18%	+$208K	0.79%	31
2013 Q2	$1.1M	Buy	+9,337	New	+$1.13M	0.68%	31

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

Stillwater Capital Advisors's CVX Position: Q4 2024 in Review

Stillwater Capital Advisors sold out of Chevron (CVX) in Q4 2024, closing a stake of 2,732 shares — an estimated $402K sold.

Stillwater Capital Advisors first reported a position in CVX in Q2 2013 and held it in 41 quarters. The position peaked at $6.03M in Q4 2014. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

Stillwater Capital Advisors reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
Stillwater Capital Advisors sold 2,732 Chevron shares in Q4 2024, an estimated $402K.
Stillwater Capital Advisors first reported a position in Chevron in Q2 2013 and held it in 41 quarters.
Stillwater Capital Advisors's Chevron position peaked at $6.03M in Q4 2014.
3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Stillwater Capital Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.