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Wellington Wealth Strategies’s Chevron CVX Stock Holding History

Wellington Wealth Strategies’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 		$277K Buy
+1,775
New +$272K 0.25% 53
2024
Q2 		– Sell
-3,060
Closed -$483K – 83
2024
Q1 		$483K Buy
+3,060
New +$462K 0.22% 88

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

Wellington Wealth Strategies's CVX Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Chevron (CVX) in Q4 2024: 1,775 shares worth $277K. The stake represents 0.25% of the portfolio and ranks #53 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in CVX as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in CVX in Q1 2024 and has held it in 2 quarters since. The position peaked at $483K in Q1 2024. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Wellington Wealth Strategies held 1,775 shares of Chevron worth $277K as of Q4 2024.
  • Chevron was a new Wellington Wealth Strategies position in Q4 2024.
  • Chevron made up 0.25% of Wellington Wealth Strategies's portfolio in Q4 2024, its #53 holding.
  • Wellington Wealth Strategies first reported a position in Chevron in Q1 2024 and has held it in 2 quarters since.
  • Wellington Wealth Strategies's Chevron position peaked at $483K in Q1 2024.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.