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Red Mountain Financial’s Chevron CVX Stock Holding History

Red Mountain Financial’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 		$357K Buy
2,151
+4
+0.2% +$745 0.3% 57
2026
Q1 		$444K Sell
2,147
-16
-0.7% -$2.92K 0.42% 47
2025
Q4 		$330K Sell
2,163
-195
-8% -$29.7K 0.32% 51
2025
Q3 		$366K Sell
2,358
-42
-2% -$6.5K 0.37% 46
2025
Q2 		$344K Sell
2,400
-146
-6% -$20.6K 0.38% 47
2025
Q1 		$426K Sell
2,546
-90
-3% -$14.1K 0.52% 39
2024
Q4 		$382K Sell
2,636
-281
-10% -$43K 0.41% 39
2024
Q3 		$430K Buy
2,917
+4
+0.1% +$595 0.46% 39
2024
Q2 		$456K Buy
+2,913
New +$465K 0.55% 38
2023
Q4 		$466K Buy
+3,125
New +$473K 0.72% 39

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Red Mountain Financial's CVX Position: Q2 2026 in Review

Red Mountain Financial increased its Chevron (CVX) stake by 0.19% in Q2 2026, buying an estimated $745 and bringing the position to 2,151 shares worth $357K. The position accounts for 0.3% of the portfolio, ranked #57.

Red Mountain Financial first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $466K in Q4 2023. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Red Mountain Financial held 2,151 shares of Chevron worth $357K as of Q2 2026.
  • Red Mountain Financial bought 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 0.3% of Red Mountain Financial's portfolio in Q2 2026, its #57 holding.
  • Red Mountain Financial first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Red Mountain Financial's Chevron position peaked at $466K in Q4 2023.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.