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Unionview LLC’s Chevron CVX Stock Holding History

Unionview LLC’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 		$311K Buy
2,149
+70
+3% +$10.7K 0.23% 63
2024
Q3 		$306K Buy
2,079
+12
+0.6% +$1.79K 0.24% 63
2024
Q2 		$323K Buy
2,067
+18
+0.9% +$2.87K 0.26% 59
2024
Q1 		$323K Buy
2,049
+14
+0.7% +$2.11K 0.27% 58
2023
Q4 		$304K Sell
2,035
-71
-3% -$10.7K 0.27% 60
2023
Q3 		$355K Buy
2,106
+47
+2% +$7.59K 0.34% 51
2023
Q2 		$324K Buy
2,059
+66
+3% +$10.6K 0.3% 57
2023
Q1 		$325K Buy
1,993
+10
+0.5% +$1.68K 0.31% 57
2022
Q4 		$356K Sell
1,983
-91
-4% -$15.9K 0.36% 54
2022
Q3 		$298K Buy
2,074
+9
+0.4% +$1.37K 0.34% 55
2022
Q2 		$299K Sell
2,065
-168
-8% -$27.8K 0.33% 55
2022
Q1 		$364K Sell
2,233
-60
-3% -$8.61K 0.34% 54
2021
Q4 		$269K Buy
+2,293
New +$260K 0.25% 73

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

Unionview LLC's CVX Position: Q4 2024 in Review

Unionview LLC increased its Chevron (CVX) stake by 3.4% in Q4 2024, buying an estimated $10.7K and bringing the position to 2,149 shares worth $311K. The position accounts for 0.23% of the portfolio, ranked #63.

Unionview LLC first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $364K in Q1 2022. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Unionview LLC held 2,149 shares of Chevron worth $311K as of Q4 2024.
  • Unionview LLC bought 70 Chevron shares in Q4 2024, an estimated $10.7K.
  • Chevron made up 0.23% of Unionview LLC's portfolio in Q4 2024, its #63 holding.
  • Unionview LLC first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's Chevron position peaked at $364K in Q1 2022.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.