Redmont Wealth Advisors’s Chevron CVX Stock Holding History

Redmont Wealth Advisors’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
2025 Q4	$19.7K	Hold	129	–	–	0.03%	136
2025 Q3	$20K	Hold	129	–	–	0.03%	142
2025 Q2	$18.5K	Buy	+129	New	+$18.2K	0.03%	147
2024 Q4	–	Sell	-129	Closed	-$19K	–	124
2024 Q3	$19K	Hold	129	–	–	0.03%	140
2024 Q2	$20.2K	Hold	129	–	–	0.03%	134
2024 Q1	$20.3K	Buy	+129	New	+$19.5K	0.03%	147

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Redmont Wealth Advisors's CVX Position: Q4 2025 in Review

Redmont Wealth Advisors held its Chevron (CVX) position steady in Q4 2025 at 129 shares worth $19.7K. The position accounts for 0.03% of the portfolio, ranked #136.

Redmont Wealth Advisors first reported a position in CVX in Q1 2024 and has held it in 6 quarters since. The position peaked at $20.3K in Q1 2024. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Redmont Wealth Advisors held 129 shares of Chevron worth $19.7K as of Q4 2025.
Redmont Wealth Advisors left its Chevron share count unchanged in Q4 2025.
Chevron made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #136 holding.
Redmont Wealth Advisors first reported a position in Chevron in Q1 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's Chevron position peaked at $20.3K in Q1 2024.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.