RWI
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Red Wave Investments’s Chevron CVX Stock Holding History

Red Wave Investments’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 		$287K Hold
1,385
– – 0.09% 90
2025
Q4 		$211K Hold
1,385
– – 0.06% 107
2025
Q3 		$215K Buy
+1,385
New +$214K 0.07% 104
2025
Q2 		– Sell
-1,354
Closed -$227K – 111
2025
Q1 		$227K Buy
+1,354
New +$212K 0.08% 88
2024
Q3 		– Sell
-1,316
Closed -$206K – 111
2024
Q2 		$206K Hold
1,316
– – 0.08% 97
2024
Q1 		$208K Buy
+1,316
New +$199K 0.08% 102
2023
Q4 		– Sell
-1,293
Closed -$218K – 102
2023
Q3 		$218K Hold
1,293
– – 0.09% 84
2023
Q2 		$203K Hold
1,293
– – 0.08% 90
2023
Q1 		$211K Sell
1,293
-25
-2% -$4.19K 0.09% 88
2022
Q4 		$237K Sell
1,318
-386
-23% -$67.4K 0.1% 81
2022
Q3 		$245K Buy
1,704
+36
+2% +$5.49K 0.11% 80
2022
Q2 		$241K Buy
1,668
+50
+3% +$8.27K 0.1% 85
2022
Q1 		$263K Buy
+1,618
New +$232K 0.09% 87

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 Wave Investments's CVX Position: Q1 2026 in Review

Red Wave Investments held its Chevron (CVX) position steady in Q1 2026 at 1,385 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #90.

Red Wave Investments first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Red Wave Investments held 1,385 shares of Chevron worth $287K as of Q1 2026.
  • Red Wave Investments left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.09% of Red Wave Investments's portfolio in Q1 2026, its #90 holding.
  • Red Wave Investments first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.