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Redwood Financial Network’s Chevron CVX Stock Holding History

Redwood Financial Network’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 		$575K Sell
2,780
-51
-2% -$9.3K 0.38% 74
2025
Q4 		$431K Buy
2,831
+251
+10% +$38.2K 0.28% 104
2025
Q3 		$401K Sell
2,580
-389
-13% -$60.2K 0.25% 114
2025
Q2 		$425K Buy
2,969
+3
+0.1% +$423 0.29% 106
2025
Q1 		$496K Sell
2,966
-644
-18% -$101K 0.38% 80
2024
Q4 		$523K Sell
3,610
-529
-13% -$81K 0.39% 81
2024
Q3 		$610K Buy
4,139
+44
+1% +$6.55K 0.48% 62
2024
Q2 		$641K Buy
4,095
+503
+14% +$80.2K 0.54% 55
2024
Q1 		$567K Sell
3,592
-66
-2% -$9.96K 0.49% 63
2023
Q4 		$546K Buy
3,658
+34
+0.9% +$5.14K 0.53% 62
2023
Q3 		$611K Buy
3,624
+473
+15% +$76.4K 0.65% 49
2023
Q2 		$496K Buy
3,151
+41
+1% +$6.57K 0.47% 68
2023
Q1 		$507K Buy
3,110
+17
+0.5% +$2.85K 0.52% 68
2022
Q4 		$555K Buy
3,093
+201
+7% +$35.1K 0.63% 53
2022
Q3 		$415K Buy
2,892
+250
+9% +$38.1K 0.47% 71
2022
Q2 		$382K Buy
2,642
+152
+6% +$25.1K 0.42% 77
2022
Q1 		$406K Buy
+2,490
New +$357K 0.38% 85

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

Redwood Financial Network's CVX Position: Q1 2026 in Review

Redwood Financial Network reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $9.3K and leaving 2,780 shares worth $575K. The position accounts for 0.38% of the portfolio, ranked #74.

Redwood Financial Network first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $641K in Q2 2024. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Redwood Financial Network held 2,780 shares of Chevron worth $575K as of Q1 2026.
  • Redwood Financial Network sold 51 Chevron shares in Q1 2026, an estimated $9.3K.
  • Chevron made up 0.38% of Redwood Financial Network's portfolio in Q1 2026, its #74 holding.
  • Redwood Financial Network first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Chevron position peaked at $641K in Q2 2024.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.