RDA Financial Network
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RDA Financial Network’s Chevron CVX Stock Holding History

RDA Financial Network’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 		$622K Sell
3,048
-600
-16% -$118K 0.14% 135
2026
Q2 		$605K Sell
3,648
-1,178
-24% -$219K 0.13% 140
2026
Q1 		$999K Sell
4,826
-9,389
-66% -$1.71M 0.25% 101
2025
Q4 		$2.17M Buy
14,215
+420
+3% +$64K 0.52% 51
2025
Q3 		$2.14M Buy
13,795
+98
+0.7% +$15.2K 0.53% 51
2025
Q2 		$1.96M Buy
13,697
+1,111
+9% +$157K 0.53% 51
2025
Q1 		$2.11M Buy
12,586
+8,590
+215% +$1.34M 0.63% 45
2024
Q4 		$579K Sell
3,996
-250
-6% -$38.3K 0.17% 125
2024
Q3 		$625K Buy
4,246
+54
+1% +$8.04K 0.19% 121
2024
Q2 		$656K Buy
4,192
+82
+2% +$13.1K 0.21% 113
2024
Q1 		$648K Buy
4,110
+42
+1% +$6.34K 0.22% 109
2023
Q4 		$607K Sell
4,068
-36
-0.9% -$5.44K 0.23% 108
2023
Q3 		$692K Buy
4,104
+45
+1% +$7.27K 0.3% 88
2023
Q2 		$639K Buy
4,059
+33
+0.8% +$5.29K 0.27% 89
2023
Q1 		$657K Hold
4,026
– – 0.3% 87
2022
Q4 		$723K Sell
4,026
-128
-3% -$22.3K 0.36% 83
2022
Q3 		$597K Sell
4,154
-54
-1% -$8.24K 0.33% 87
2022
Q2 		$609K Buy
4,208
+172
+4% +$28.4K 0.31% 87
2022
Q1 		$657K Sell
4,036
-382
-9% -$54.8K 0.28% 94
2021
Q4 		$518K Sell
4,418
-61
-1% -$6.93K 0.21% 115
2021
Q3 		$454K Buy
4,479
+306
+7% +$30.5K 0.2% 117
2021
Q2 		$437K Buy
4,173
+112
+3% +$11.8K 0.19% 124
2021
Q1 		$426K Sell
4,061
-1,161
-22% -$113K 0.18% 132
2020
Q4 		$441K Buy
5,222
+776
+17% +$62.8K 0.2% 120
2020
Q3 		$320K Buy
4,446
+366
+9% +$30.8K 0.15% 149
2020
Q2 		$364K Buy
4,080
+78
+2% +$6.98K 0.18% 125
2020
Q1 		$290K Sell
4,002
-191
-5% -$18.9K 0.18% 128
2019
Q4 		$463K Sell
4,193
-15
-0.4% -$1.77K 0.19% 129
2019
Q3 		$490K Buy
4,208
+132
+3% +$16K 0.21% 115
2019
Q2 		$504K Sell
4,076
-137
-3% -$16.6K 0.23% 112
2019
Q1 		$506K Buy
+4,213
New +$498K 0.24% 103

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RDA Financial Network's CVX Position: Q3 2026 in Review

RDA Financial Network reduced its Chevron (CVX) stake by 16% in Q3 2026, selling an estimated $118K and leaving 3,048 shares worth $622K. The position accounts for 0.14% of the portfolio, ranked #135.

RDA Financial Network first reported a position in CVX in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.17M in Q4 2025. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RDA Financial Network held 3,048 shares of Chevron worth $622K as of Q3 2026.
  • RDA Financial Network sold 600 Chevron shares in Q3 2026, an estimated $118K.
  • Chevron made up 0.14% of RDA Financial Network's portfolio in Q3 2026, its #135 holding.
  • RDA Financial Network first reported a position in Chevron in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's Chevron position peaked at $2.17M in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.