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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Red Cedar Investment Management's CVX Position: Q1 2026 in Review

Red Cedar Investment Management increased its Chevron (CVX) stake by 107% in Q1 2026, buying an estimated $2.21M and bringing the position to 23,441 shares worth $4.85M. The position accounts for 0.5% of the portfolio, ranked #41.

Red Cedar Investment Management first reported a position in CVX in Q2 2020 and has held it in 23 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Red Cedar Investment Management held 23,441 shares of Chevron worth $4.85M as of Q1 2026.
  • Red Cedar Investment Management bought 12,099 Chevron shares in Q1 2026, an estimated $2.21M.
  • Chevron made up 0.5% of Red Cedar Investment Management's portfolio in Q1 2026, its #41 holding.
  • Red Cedar Investment Management first reported a position in Chevron in Q2 2020 and has held it in 23 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.