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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
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% -$3.19K 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 		$3.17M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RBA Wealth Management's CVX Position: Q2 2026 in Review

RBA Wealth Management reduced its Chevron (CVX) stake by 22% in Q2 2026, selling an estimated $298K and leaving 5,815 shares worth $964K. The position accounts for 0.35% of the portfolio, ranked #57.

RBA Wealth Management first reported a position in CVX in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.21M in Q1 2019. 1,543 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • RBA Wealth Management held 5,815 shares of Chevron worth $964K as of Q2 2026.
  • RBA Wealth Management sold 1,601 Chevron shares in Q2 2026, an estimated $298K.
  • Chevron made up 0.35% of RBA Wealth Management's portfolio in Q2 2026, its #57 holding.
  • RBA Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 28 quarters since.
  • RBA Wealth Management's Chevron position peaked at $3.21M in Q1 2019.
  • 1,543 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.