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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
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

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

REDW Wealth's CVX Position: Q1 2026 in Review

REDW Wealth increased its Chevron (CVX) stake by 0.83% in Q1 2026, buying an estimated $2.01K and bringing the position to 1,340 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #90.

REDW Wealth first reported a position in CVX in Q4 2016 and has held it in 23 quarters since. The position peaked at $434K in Q4 2016. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • REDW Wealth held 1,340 shares of Chevron worth $277K as of Q1 2026.
  • REDW Wealth bought 11 Chevron shares in Q1 2026, an estimated $2.01K.
  • Chevron made up 0.11% of REDW Wealth's portfolio in Q1 2026, its #90 holding.
  • REDW Wealth first reported a position in Chevron in Q4 2016 and has held it in 23 quarters since.
  • REDW Wealth's Chevron position peaked at $434K in Q4 2016.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.