WR Wealth Planners’s Chevron CVX Stock Holding History

WR Wealth Planners’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	$196K	Buy	1,355 +91	+7%	+$13.9K	0.06%	157
2024 Q3	$186K	Sell	1,264 -19	-1%	-$2.83K	0.05%	197
2024 Q2	$201K	Buy	1,283 +19	+2%	+$3.03K	0.06%	169
2024 Q1	$199K	Buy	+1,264	New	+$191K	0.06%	171
2023 Q4	–	Sell	-1,150	Closed	-$194K	–	328
2023 Q3	$194K	Buy	1,150 +279	+32%	+$45.1K	0.07%	175
2023 Q2	$137K	Sell	871 -39	-4%	-$6.25K	0.05%	206
2023 Q1	$148K	Buy	910 +537	+144%	+$90K	0.06%	187
2022 Q4	$67K	Buy	373 +2	+0.5%	+$349	0.04%	154
2022 Q3	$53.3K	Buy	371 +2	+0.5%	+$305	0.04%	158
2022 Q2	$53.4K	Buy	369 +2	+0.5%	+$331	0.04%	163
2022 Q1	$59.7K	Buy	+367	New	+$52.6K	0.04%	159

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

WR Wealth Planners's CVX Position: Q4 2024 in Review

WR Wealth Planners increased its Chevron (CVX) stake by 7.2% in Q4 2024, buying an estimated $13.9K and bringing the position to 1,355 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #157.

WR Wealth Planners first reported a position in CVX in Q1 2022 and has held it in 11 quarters since. The position peaked at $201K in Q2 2024. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

WR Wealth Planners held 1,355 shares of Chevron worth $196K as of Q4 2024.
WR Wealth Planners bought 91 Chevron shares in Q4 2024, an estimated $13.9K.
Chevron made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #157 holding.
WR Wealth Planners first reported a position in Chevron in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Chevron position peaked at $201K in Q2 2024.
3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.