Rede Wealth
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Rede Wealth’s Chevron CVX Stock Holding History

Rede Wealth’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
Q3 		$478K Hold
2,339
– – 0.16% 64
2026
Q2 		$388K Buy
2,339
+1
+0% +$186 0.13% 79
2026
Q1 		$484K Buy
2,338
+1
+0% +$182 0.17% 61
2025
Q4 		$356K Buy
+2,337
New +$356K 0.12% 78
2025
Q3 		– Sell
-2,335
Closed -$334K – 123
2025
Q2 		$334K Buy
2,335
+1
+0% +$141 0.12% 81
2025
Q1 		$390K Buy
2,334
+1
+0% +$157 0.14% 70
2024
Q4 		$338K Buy
2,333
+212
+10% +$32.4K 0.13% 76
2024
Q3 		$312K Buy
2,121
+1
+0% +$149 0.12% 80
2024
Q2 		$332K Hold
2,120
– – 0.31% 70
2024
Q1 		$334K Buy
2,120
+1
+0% +$151 0.14% 70
2023
Q4 		$316K Sell
2,119
-81
-4% -$12.3K 0.15% 68
2023
Q3 		$371K Sell
2,200
-887
-29% -$143K 0.19% 49
2023
Q2 		$486K Buy
3,087
+1
+0% +$160 0.23% 47
2023
Q1 		$504K Hold
3,086
– – 0.26% 45
2022
Q4 		$554K Buy
3,086
+1
+0% +$175 0.3% 40
2022
Q3 		$443K Buy
3,085
+1
+0% +$153 0.26% 49
2022
Q2 		$447K Sell
3,084
-100
-3% -$16.5K 0.26% 49
2022
Q1 		$518K Sell
3,184
-199
-6% -$28.5K 0.24% 54
2021
Q4 		$397K Sell
3,383
-699
-17% -$79.4K 0.2% 66
2021
Q3 		$414K Sell
4,082
-356
-8% -$35.5K 0.22% 63
2021
Q2 		$464K Buy
4,438
+100
+2% +$10.6K 0.25% 59
2021
Q1 		$454K Buy
4,338
+341
+9% +$33.3K 0.26% 54
2020
Q4 		$346K Buy
+3,997
New +$324K 0.24% 60

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rede Wealth's CVX Position: Q3 2026 in Review

Rede Wealth held its Chevron (CVX) position steady in Q3 2026 at 2,339 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #64.

Rede Wealth first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $554K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Rede Wealth held 2,339 shares of Chevron worth $478K as of Q3 2026.
  • Rede Wealth left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.16% of Rede Wealth's portfolio in Q3 2026, its #64 holding.
  • Rede Wealth first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Rede Wealth's Chevron position peaked at $554K in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.