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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
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% +$32.5K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rede Wealth's CVX Position: Q2 2026 in Review

Rede Wealth increased its Chevron (CVX) stake by 0.04% in Q2 2026, buying an estimated $186 and bringing the position to 2,339 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #79.

Rede Wealth first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $554K in Q4 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rede Wealth held 2,339 shares of Chevron worth $388K as of Q2 2026.
  • Rede Wealth bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.13% of Rede Wealth's portfolio in Q2 2026, its #79 holding.
  • Rede Wealth first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's Chevron position peaked at $554K in Q4 2022.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.