Red Cedar Investment Management’s Chevron CVX Stock Holding History

Red Cedar Investment 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	$7.08M	Buy	42,723 +19,282	+82%	+$3.59M	0.67%	32
2026 Q1	$4.85M	Buy	23,441 +12,099	+107%	+$2.21M	0.5%	41
2025 Q4	$1.73M	Hold	11,342	–	–	0.19%	63
2025 Q3	$1.76M	Hold	11,342	–	–	0.21%	63
2025 Q2	$1.62M	Hold	11,342	–	–	0.21%	61
2025 Q1	$1.9M	Hold	11,342	–	–	0.26%	55
2024 Q4	$1.64M	Sell	11,342 -10,156	-47%	-$1.55M	0.21%	59
2024 Q3	$3.17M	Hold	21,498	–	–	0.4%	37
2024 Q2	$3.36M	Hold	21,498	–	–	0.46%	37
2024 Q1	$3.39M	Sell	21,498 -4,441	-17%	-$670K	0.42%	40
2023 Q4	$3.87M	Hold	25,939	–	–	0.56%	32
2023 Q3	$4.37M	Buy	25,939 +251	+1%	+$40.5K	0.67%	24
2023 Q2	$4.04M	Hold	25,688	–	–	0.61%	23
2023 Q1	$4.19M	Buy	25,688 +8,570	+50%	+$1.44M	0.65%	23
2022 Q4	$3.07M	Buy	17,118 +1,275	+8%	+$222K	0.48%	26
2022 Q3	$2.28M	Hold	15,843	–	–	0.39%	32
2022 Q2	$2.29M	Hold	15,843	–	–	0.38%	31
2022 Q1	$2.58M	Sell	15,843 -7,276	-31%	-$1.04M	0.36%	30
2021 Q4	$2.71M	Buy	23,119 +2,742	+13%	+$311K	0.32%	33
2021 Q3	$2.07M	Buy	20,377 +7,276	+56%	+$726K	0.27%	34
2021 Q2	$1.37M	Buy	13,101 +3,477	+36%	+$367K	0.18%	41
2021 Q1	$1.01M	Buy	9,624 +3,717	+63%	+$363K	0.13%	55
2020 Q4	$499K	Buy	+5,907	New	+$478K	0.07%	75
2020 Q3	–	Sell	-3,647	Closed	-$325K	–	76
2020 Q2	$325K	Buy	+3,647	New	+$327K	0.08%	73

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Red Cedar Investment Management's CVX Position: Q2 2026 in Review

Red Cedar Investment Management increased its Chevron (CVX) stake by 82% in Q2 2026, buying an estimated $3.59M and bringing the position to 42,723 shares worth $7.08M. The position accounts for 0.67% of the portfolio, ranked #32.

Red Cedar Investment Management first reported a position in CVX in Q2 2020 and has held it in 24 quarters since. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Red Cedar Investment Management held 42,723 shares of Chevron worth $7.08M as of Q2 2026.
Red Cedar Investment Management bought 19,282 Chevron shares in Q2 2026, an estimated $3.59M.
Chevron made up 0.67% of Red Cedar Investment Management's portfolio in Q2 2026, its #32 holding.
Red Cedar Investment Management first reported a position in Chevron in Q2 2020 and has held it in 24 quarters since.
4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.