Red Lighthouse Investment Management’s Chevron CVX Stock Holding History

Red Lighthouse 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	$645K	Buy	3,894 +26	+0.7%	+$4.84K	0.19%	49
2026 Q1	$800K	Buy	+3,868	New	+$705K	0.27%	41
2025 Q4	–	Sell	-4,055	Closed	-$630K	–	96
2025 Q3	$630K	Buy	4,055 +19	+0.5%	+$2.94K	0.22%	45
2025 Q2	$578K	Sell	4,036 -6	-0.1%	-$846	0.22%	47
2025 Q1	$638K	Buy	4,042 +6	+0.1%	+$939	0.26%	39
2024 Q4	$585K	Buy	4,036 +1	+0%	+$153	0.23%	44
2024 Q3	$594K	Sell	4,035 -4	-0.1%	-$595	0.23%	44
2024 Q2	$632K	Sell	4,039 -3	-0.1%	-$478	0.26%	39
2024 Q1	$638K	Buy	4,042 +11	+0.3%	+$1.66K	0.26%	40
2023 Q4	$601K	Buy	4,031 +21	+0.5%	+$3.18K	0.25%	41
2023 Q3	$676K	Buy	4,010 +75	+2%	+$12.1K	0.32%	34
2023 Q2	$619K	Hold	3,935	–	–	0.28%	35
2023 Q1	$642K	Hold	3,935	–	–	0.31%	32
2022 Q4	$706K	Buy	+3,935	New	+$687K	0.36%	31

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

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

Red Lighthouse Investment Management increased its Chevron (CVX) stake by 0.67% in Q2 2026, buying an estimated $4.84K and bringing the position to 3,894 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #49.

Red Lighthouse Investment Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $800K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Red Lighthouse Investment Management held 3,894 shares of Chevron worth $645K as of Q2 2026.
Red Lighthouse Investment Management bought 26 Chevron shares in Q2 2026, an estimated $4.84K.
Chevron made up 0.19% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #49 holding.
Red Lighthouse Investment Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Red Lighthouse Investment Management's Chevron position peaked at $800K in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.