Raffa Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.3K | Buy |
424
+33
| +8% | +$6.14K | 0.01% | 153 |
|
|
2026
Q1 | $80.9K | Buy |
391
+12
| +3% | +$2.19K | 0.01% | 129 |
|
|
2025
Q4 | $57.8K | Buy |
379
+61
| +19% | +$9.29K | 0.01% | 153 |
|
|
2025
Q3 | $49.5K | Buy |
318
+44
| +16% | +$6.81K | 0.01% | 161 |
|
|
2025
Q2 | $39.2K | Sell |
274
-765
| -74% | -$108K | 0.01% | 193 |
|
|
2025
Q1 | $174K | Buy |
1,039
+3
| +0.3% | +$470 | 0.04% | 86 |
|
|
2024
Q4 | $150K | Buy |
1,036
+42
| +4% | +$6.43K | 0.03% | 92 |
|
|
2024
Q3 | $146K | Sell |
994
-36
| -3% | -$5.36K | 0.04% | 88 |
|
|
2024
Q2 | $161K | Buy |
1,030
+201
| +24% | +$32.1K | 0.05% | 97 |
|
|
2024
Q1 | $131K | Sell |
829
-13
| -2% | -$1.96K | 0.04% | 113 |
|
|
2023
Q4 | $126K | Sell |
842
-272
| -24% | -$41.1K | 0.04% | 90 |
|
|
2023
Q3 | $188K | Buy |
1,114
+7
| +0.6% | +$1.13K | 0.06% | 67 |
|
|
2023
Q2 | $174K | Buy |
1,107
+7
| +0.6% | +$1.12K | 0.06% | 69 |
|
|
2023
Q1 | $179K | Buy |
1,100
+561
| +104% | +$94.1K | 0.07% | 70 |
|
|
2022
Q4 | $96.7K | Buy |
539
+2
| +0.4% | +$349 | 0.04% | 88 |
|
|
2022
Q3 | $77.2K | Buy |
537
+2
| +0.4% | +$305 | 0.03% | 106 |
|
|
2022
Q2 | $77.5K | Buy |
535
+2
| +0.4% | +$331 | 0.04% | 105 |
|
|
2022
Q1 | $86.8K | Buy |
533
+2
| +0.4% | +$287 | 0.03% | 99 |
|
|
2021
Q4 | $62.4K | Buy |
531
+2
| +0.4% | +$227 | 0.02% | 128 |
|
|
2021
Q3 | $53.7K | Buy |
529
+3
| +0.6% | +$299 | 0.02% | 125 |
|
|
2021
Q2 | $55.1K | Sell |
526
-704
| -57% | -$74.3K | 0.02% | 127 |
|
|
2021
Q1 | $129K | Buy |
1,230
+39
| +3% | +$3.81K | 0.05% | 86 |
|
|
2020
Q4 | $101K | Buy |
1,191
+3
| +0.3% | +$243 | 0.04% | 90 |
|
|
2020
Q3 | $85.5K | Sell |
1,188
-49
| -4% | -$4.12K | 0.03% | 90 |
|
|
2020
Q2 | $110K | Buy |
1,237
+3
| +0.2% | +$269 | 0.04% | 80 |
|
|
2020
Q1 | $89.4K | Sell |
1,234
-922
| -43% | -$91.1K | 0.03% | 82 |
|
|
2019
Q4 | $260K | Hold |
2,156
| – | – | 0.09% | 67 |
|
|
2019
Q3 | $256K | Buy |
+2,156
| New | +$262K | 0.09% | 61 |
|
|
2019
Q2 | – | Sell |
-2,716
| Closed | -$335K | – | 889 |
|
|
2019
Q1 | $335K | Buy |
2,716
+1,034
| +61% | +$122K | 0.14% | 43 |
|
|
2018
Q4 | $183K | Sell |
1,682
-1,277
| -43% | -$148K | 0.07% | 68 |
|
|
2018
Q3 | $362K | Buy |
2,959
+982
| +50% | +$119K | 0.13% | 57 |
|
|
2018
Q2 | $250K | Sell |
1,977
-1,473
| -43% | -$183K | 0.09% | 60 |
|
|
2018
Q1 | $393K | Hold |
3,450
| – | – | 0.14% | 51 |
|
|
2017
Q4 | $432K | Sell |
3,450
-32
| -0.9% | -$3.79K | 0.17% | 47 |
|
|
2017
Q3 | $409K | Hold |
3,482
| – | – | 0.17% | 47 |
|
|
2017
Q2 | $363K | Hold |
3,482
| – | – | 0.16% | 50 |
|
|
2017
Q1 | $374K | Sell |
3,482
-38
| -1% | -$4.26K | 0.18% | 35 |
|
|
2016
Q4 | $414K | Hold |
3,520
| – | – | 0.22% | 28 |
|
|
2016
Q3 | $362K | Buy |
3,520
+9
| +0.3% | +$919 | 0.2% | 33 |
|
|
2016
Q2 | $368K | Sell |
3,511
-850
| -19% | -$85.5K | 0.2% | 29 |
|
|
2016
Q1 | $416K | Hold |
4,361
| – | – | 0.24% | 27 |
|
|
2015
Q4 | $392K | Sell |
4,361
-75
| -2% | -$6.76K | 0.23% | 26 |
|
|
2015
Q3 | $350K | Buy |
4,436
+275
| +7% | +$23.1K | 0.21% | 29 |
|
|
2015
Q2 | $401K | Buy |
4,161
+50
| +1% | +$5.25K | 0.24% | 25 |
|
|
2015
Q1 | $432K | Buy |
4,111
+23
| +0.6% | +$2.45K | 0.25% | 21 |
|
|
2014
Q4 | $459K | Buy |
4,088
+180
| +5% | +$20.4K | 0.28% | 22 |
|
|
2014
Q3 | $466K | Buy |
3,908
+158
| +4% | +$20.2K | 0.35% | 19 |
|
|
2014
Q2 | $490K | Buy |
3,750
+50
| +1% | +$6.22K | 0.37% | 17 |
|
|
2014
Q1 | $440K | Sell |
3,700
-388
| -9% | -$45.1K | 0.36% | 23 |
|
|
2013
Q4 | $459K | Buy |
+4,088
| New | +$494K | 0.28% | 22 |
|
Other funds holding CVX
Raffa Wealth Management's CVX Position: Q2 2026 in Review
Raffa Wealth Management increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $6.14K and bringing the position to 424 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #153.
Raffa Wealth Management first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $490K in Q2 2014. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Raffa Wealth Management held 424 shares of Chevron worth $70.3K as of Q2 2026.
- Raffa Wealth Management bought 33 Chevron shares in Q2 2026, an estimated $6.14K.
- Chevron made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #153 holding.
- Raffa Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
- Raffa Wealth Management's Chevron position peaked at $490K in Q2 2014.
- 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.