RBA Wealth Management
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RBA Wealth Management’s Chevron CVX Stock Holding History

RBA 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
2026
Q3 		$1.15M Sell
5,630
-185
-3% -$36.4K 0.36% 54
2026
Q2 		$964K Sell
5,815
-1,601
-22% -$298K 0.35% 57
2026
Q1 		$1.53M Sell
7,416
-419
-5% -$76.4K 0.55% 48
2025
Q4 		$1.19M Sell
7,835
-6
-0.1% -$914 0.4% 54
2025
Q3 		$1.22M Sell
7,841
-1,164
-13% -$180K 0.42% 52
2025
Q2 		$1.29M Sell
9,005
-688
-7% -$97K 0.48% 53
2025
Q1 		$1.62M Sell
9,693
-703
-7% -$110K 0.64% 49
2024
Q4 		$1.51M Buy
10,396
+743
+8% +$114K 0.57% 48
2024
Q3 		$1.42M Sell
9,653
-406
-4% -$60.4K 0.55% 48
2024
Q2 		$1.57M Sell
10,059
-369
-4% -$58.8K 0.63% 48
2024
Q1 		$1.64M Sell
10,428
-18
-0.2% -$2.72K 0.67% 46
2023
Q4 		$1.56M Sell
10,446
-16
-0.2% -$2.42K 0.68% 48
2023
Q3 		$1.76M Sell
10,462
-110
-1% -$17.8K 0.85% 47
2023
Q2 		$1.66M Sell
10,572
-12
-0.1% -$1.92K 0.78% 45
2023
Q1 		$1.73M Sell
10,584
-19
-0.2% -$3.18K 0.86% 43
2022
Q4 		$1.9M Sell
10,603
-395
-4% -$68.9K 1% 42
2022
Q3 		$1.58M Buy
10,998
+90
+0.8% +$13.7K 0.91% 43
2022
Q2 		$1.58M Sell
10,908
-2
-0% -$331 0.88% 44
2022
Q1 		$1.78M Sell
10,910
-697
-6% -$100K 0.85% 45
2021
Q4 		$1.36M Buy
+11,607
New +$1.32M 0.64% 51
2021
Q2 		– Sell
-12,472
Closed -$1.31M – 83
2021
Q1 		$1.31M Sell
12,472
-2,414
-16% -$236K 1.11% 35
2020
Q4 		$1.26M Sell
14,886
-14,013
-48% -$1.13M 0.76% 54
2020
Q3 		$2.08M Buy
28,899
+149
+0.5% +$12.5K 1.41% 27
2020
Q2 		$2.56M Buy
28,750
+681
+2% +$61K 1.87% 16
2020
Q1 		$2.03M Buy
28,069
+1,888
+7% +$187K 1.76% 22
2019
Q4 		$3.15M Buy
26,181
+530
+2% +$62.4K 2.14% 12
2019
Q3 		$3.04M Buy
25,651
+135
+0.5% +$16.4K 2.32% 8
2019
Q2 		$3.18M Sell
25,516
-65
-0.3% -$7.86K 2.45% 6
2019
Q1 		$3.21M Buy
+25,581
New +$3.03M 2.5% 7

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

RBA Wealth Management's CVX Position: Q3 2026 in Review

RBA Wealth Management reduced its Chevron (CVX) stake by 3.2% in Q3 2026, selling an estimated $36.4K and leaving 5,630 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #54.

RBA Wealth Management first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.21M in Q1 2019. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RBA Wealth Management held 5,630 shares of Chevron worth $1.15M as of Q3 2026.
  • RBA Wealth Management sold 185 Chevron shares in Q3 2026, an estimated $36.4K.
  • Chevron made up 0.36% of RBA Wealth Management's portfolio in Q3 2026, its #54 holding.
  • RBA Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • RBA Wealth Management's Chevron position peaked at $3.21M in Q1 2019.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.