Raub Brock Capital Management’s Chevron CVX Stock Holding History

Raub Brock Capital 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
2026 Q2	$219K	Hold	1,321	–	–	0.06%	44
2026 Q1	$273K	Hold	1,321	–	–	0.07%	38
2025 Q4	$201K	Hold	1,321	–	–	0.04%	40
2025 Q3	$205K	Buy	+1,321	New	+$205K	0.04%	39
2025 Q2	–	Sell	-1,313	Closed	-$220K	–	41
2025 Q1	$220K	Sell	1,313 -316	-19%	-$49.5K	0.05%	39
2024 Q4	$236K	Buy	1,629 +7	+0.4%	+$1.07K	0.05%	38
2024 Q3	$239K	Buy	1,622 +7	+0.4%	+$1.04K	0.05%	37
2024 Q2	$253K	Sell	1,615 -13	-0.8%	-$2.07K	0.06%	37
2024 Q1	$257K	Buy	1,628 +27	+2%	+$4.07K	0.05%	37
2023 Q4	$239K	Buy	1,601 +7	+0.4%	+$1.06K	0.05%	62
2023 Q3	$269K	Buy	1,594 +6	+0.4%	+$969	0.05%	58
2023 Q2	$250K	Buy	1,588 +6	+0.4%	+$962	0.05%	64
2023 Q1	$258K	Buy	1,582 +6	+0.4%	+$1.01K	0.05%	60
2022 Q4	$283K	Buy	+1,576	New	+$275K	0.06%	54

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Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return