YWM
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Yoder Wealth Management’s Chevron CVX Stock Holding History

Yoder Wealth Management’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
-2,257
Closed -$332K – 112
2024
Q3 		$332K Buy
2,257
+49
+2% +$7.29K 0.2% 75
2024
Q2 		$345K Buy
2,208
+3
+0.1% +$478 0.22% 69
2024
Q1 		$348K Buy
2,205
+36
+2% +$5.43K 0.23% 69
2023
Q4 		$324K Buy
2,169
+23
+1% +$3.48K 0.23% 64
2023
Q3 		$362K Sell
2,146
-314
-13% -$50.7K 0.3% 56
2023
Q2 		$387K Sell
2,460
-430
-15% -$68.9K 0.3% 55
2023
Q1 		$472K Buy
+2,890
New +$485K 0.39% 49

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

Yoder Wealth Management's CVX Position: Q4 2024 in Review

Yoder Wealth Management sold out of Chevron (CVX) in Q4 2024, closing a stake of 2,257 shares — an estimated $332K sold.

Yoder Wealth Management first reported a position in CVX in Q1 2023 and held it in 7 quarters. The position peaked at $472K in Q1 2023. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Yoder Wealth Management reported no remaining Chevron position as of Q4 2024 after selling out during the quarter.
  • Yoder Wealth Management sold 2,257 Chevron shares in Q4 2024, an estimated $332K.
  • Yoder Wealth Management first reported a position in Chevron in Q1 2023 and held it in 7 quarters.
  • Yoder Wealth Management's Chevron position peaked at $472K in Q1 2023.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Yoder Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.