Red Door Wealth Management’s Chevron CVX Stock Holding History

Red Door 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	$12.3M	Buy	74,013 +2,864	+4%	+$533K	1.12%	26
2026 Q1	$14.7M	Buy	71,149 +898	+1%	+$164K	1.53%	16
2025 Q4	$10.7M	Buy	70,251 +267	+0.4%	+$40.7K	1.11%	27
2025 Q3	$10.9M	Buy	69,984 +2,235	+3%	+$346K	1.15%	21
2025 Q2	$9.7M	Buy	67,749 +8,669	+15%	+$1.22M	1.16%	21
2025 Q1	$9.88M	Buy	59,080 +4,822	+9%	+$755K	1.46%	18
2024 Q4	$7.86M	Sell	54,258 -8,649	-14%	-$1.32M	1.2%	23
2024 Q3	$9.26M	Buy	62,907 +2,423	+4%	+$361K	1.54%	18
2024 Q2	$9.46M	Buy	60,484 +696	+1%	+$111K	1.67%	15
2024 Q1	$9.43M	Buy	59,788 +12,825	+27%	+$1.94M	1.82%	12
2023 Q4	$7.01M	Buy	46,963 +9,860	+27%	+$1.49M	1.52%	18
2023 Q3	$6.26M	Buy	37,103 +2,105	+6%	+$340K	1.56%	16
2023 Q2	$5.51M	Buy	34,998 +3,064	+10%	+$491K	1.22%	22
2023 Q1	$5.21M	Buy	31,934 +184	+0.6%	+$30.8K	1.63%	18
2022 Q4	$5.7M	Buy	31,750 +1,274	+4%	+$222K	1.87%	14
2022 Q3	$4.38M	Buy	30,476 +1,186	+4%	+$181K	1.66%	16
2022 Q2	$4.24M	Buy	29,290 +1,298	+5%	+$215K	1.57%	20
2022 Q1	$4.56M	Buy	27,992 +4,698	+20%	+$674K	1.53%	19
2021 Q4	$2.73M	Buy	23,294 +4,251	+22%	+$483K	0.9%	36
2021 Q3	$1.93M	Buy	19,043 +2,103	+12%	+$210K	0.74%	46
2021 Q2	$1.77M	Buy	16,940 +2,035	+14%	+$215K	0.69%	45
2021 Q1	$1.56M	Buy	14,905 +2,681	+22%	+$262K	0.8%	40
2020 Q4	$1.03M	Buy	12,224 +529	+5%	+$42.8K	0.61%	49
2020 Q3	$843K	Buy	11,695 +111	+1%	+$9.34K	0.62%	47
2020 Q2	$1.03M	Buy	11,584 +2,003	+21%	+$179K	0.76%	40
2020 Q1	$694K	Buy	9,581 +2,569	+37%	+$254K	0.66%	43
2019 Q4	$815K	Buy	+7,012	New	+$826K	0.73%	44

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Red Door Wealth Management's CVX Position: Q2 2026 in Review

Red Door Wealth Management increased its Chevron (CVX) stake by 4% in Q2 2026, buying an estimated $533K and bringing the position to 74,013 shares worth $12.3M. The position accounts for 1.12% of the portfolio, ranked #26.

Red Door Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2026. 1,908 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Red Door Wealth Management held 74,013 shares of Chevron worth $12.3M as of Q2 2026.
Red Door Wealth Management bought 2,864 Chevron shares in Q2 2026, an estimated $533K.
Chevron made up 1.12% of Red Door Wealth Management's portfolio in Q2 2026, its #26 holding.
Red Door Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Red Door Wealth Management's Chevron position peaked at $14.7M in Q1 2026.
1,908 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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