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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
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% +$32.5K 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

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

Rede Wealth's CVX Position: Q1 2026 in Review

Rede Wealth increased its Chevron (CVX) stake by 0.04% in Q1 2026, buying an estimated $182 and bringing the position to 2,338 shares worth $484K. The position accounts for 0.17% of the portfolio, ranked #61.

Rede Wealth first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $554K in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rede Wealth held 2,338 shares of Chevron worth $484K as of Q1 2026.
  • Rede Wealth bought 1 Chevron share in Q1 2026, an estimated $182.
  • Chevron made up 0.17% of Rede Wealth's portfolio in Q1 2026, its #61 holding.
  • Rede Wealth first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's Chevron position peaked at $554K in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.