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REDW Wealth’s Chevron CVX Stock Holding History

REDW 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 		$238K Buy
1,436
+96
+7% +$17.9K 0.09% 98
2026
Q1 		$277K Buy
1,340
+11
+0.8% +$2.01K 0.11% 90
2025
Q4 		$202K Sell
1,329
-170
-11% -$25.9K 0.08% 101
2025
Q3 		$233K Buy
1,499
+30
+2% +$4.65K 0.09% 104
2025
Q2 		$210K Buy
1,469
+26
+2% +$3.67K 0.08% 102
2025
Q1 		$241K Buy
1,443
+59
+4% +$9.24K 0.09% 95
2024
Q4 		$200K Sell
1,384
-424
-23% -$64.9K 0.07% 104
2024
Q3 		$266K Buy
1,808
+105
+6% +$15.6K 0.07% 140
2024
Q2 		$266K Buy
1,703
+35
+2% +$5.58K 0.07% 133
2024
Q1 		$263K Buy
1,668
+106
+7% +$16K 0.07% 134
2023
Q4 		$233K Buy
1,562
+69
+5% +$10.4K 0.07% 136
2023
Q3 		$252K Buy
1,493
+7
+0.5% +$1.13K 0.08% 118
2023
Q2 		$234K Buy
1,486
+29
+2% +$4.65K 0.07% 130
2023
Q1 		$238K Buy
+1,457
New +$244K 0.08% 125
2019
Q2 		– Sell
-1,681
Closed -$207K – 85
2019
Q1 		$207K Sell
1,681
-999
-37% -$118K 0.13% 80
2018
Q4 		$292K Buy
2,680
+1
+0% +$116 0.2% 52
2018
Q3 		$328K Sell
2,679
-14
-0.5% -$1.7K 0.22% 56
2018
Q2 		$341K Buy
2,693
+80
+3% +$9.93K 0.24% 49
2018
Q1 		$298K Sell
2,613
-517
-17% -$61.8K 0.22% 56
2017
Q4 		$392K Sell
3,130
-93
-3% -$11K 0.3% 42
2017
Q3 		$379K Buy
3,223
+132
+4% +$14.4K 0.31% 40
2017
Q2 		$323K Sell
3,091
-77
-2% -$8.16K 0.32% 43
2017
Q1 		$340K Sell
3,168
-517
-14% -$58K 0.35% 45
2016
Q4 		$434K Buy
+3,685
New +$401K 0.49% 31

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

REDW Wealth's CVX Position: Q2 2026 in Review

REDW Wealth increased its Chevron (CVX) stake by 7.2% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,436 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #98.

REDW Wealth first reported a position in CVX in Q4 2016 and has held it in 24 quarters since. The position peaked at $434K in Q4 2016. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • REDW Wealth held 1,436 shares of Chevron worth $238K as of Q2 2026.
  • REDW Wealth bought 96 Chevron shares in Q2 2026, an estimated $17.9K.
  • Chevron made up 0.09% of REDW Wealth's portfolio in Q2 2026, its #98 holding.
  • REDW Wealth first reported a position in Chevron in Q4 2016 and has held it in 24 quarters since.
  • REDW Wealth's Chevron position peaked at $434K in Q4 2016.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.