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Redwood Investment Management’s Chevron CVX Stock Holding History

Redwood Investment Management’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 		$1.03M Sell
4,981
-572
-10% -$104K 0.13% 160
2025
Q4 		$846K Sell
5,553
-11,771
-68% -$1.79M 0.1% 204
2025
Q3 		$2.69M Buy
17,324
+3,577
+26% +$554K 0.29% 69
2025
Q2 		$1.97M Sell
13,747
-151
-1% -$21.3K 0.21% 83
2025
Q1 		$2.33M Buy
13,898
+1,295
+10% +$203K 0.25% 68
2024
Q4 		$1.82M Sell
12,603
-1,234
-9% -$189K 0.18% 119
2024
Q3 		$2.02M Sell
13,837
-5,479
-28% -$816K 0.18% 116
2024
Q2 		$3.02M Buy
19,316
+12,304
+175% +$1.96M 0.26% 79
2024
Q1 		$1.11M Sell
7,012
-7,112
-50% -$1.07M 0.11% 233
2023
Q4 		$2.12M Sell
14,124
-49,378
-78% -$7.47M 0.19% 122
2023
Q3 		$10.7M Buy
63,502
+47,476
+296% +$7.67M 0.94% 15
2023
Q2 		$2.52M Sell
16,026
-468
-3% -$75K 0.26% 85
2023
Q1 		$2.69M Buy
16,494
+5,842
+55% +$979K 0.29% 86
2022
Q4 		$1.91M Buy
+10,652
New +$1.86M 0.25% 93
2021
Q4 		– Sell
-4,209
Closed -$427K – 262
2021
Q3 		$427K Sell
4,209
-9,812
-70% -$979K 0.06% 242
2021
Q2 		$1.47M Buy
14,021
+3,059
+28% +$323K 0.24% 97
2021
Q1 		$1.15M Buy
+10,962
New +$1.07M 0.22% 104
2018
Q2 		– Sell
-2,018
Closed -$230K – 128
2018
Q1 		$230K Buy
+2,018
New +$241K 0.07% 89

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 $336B AUM 34.66% 1-Year Est. Return

Redwood Investment Management's CVX Position: Q1 2026 in Review

Redwood Investment Management reduced its Chevron (CVX) stake by 10% in Q1 2026, selling an estimated $104K and leaving 4,981 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #160.

Redwood Investment Management first reported a position in CVX in Q1 2018 and has held it in 18 quarters since. The position peaked at $10.7M in Q3 2023. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Redwood Investment Management held 4,981 shares of Chevron worth $1.03M as of Q1 2026.
  • Redwood Investment Management sold 572 Chevron shares in Q1 2026, an estimated $104K.
  • Chevron made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #160 holding.
  • Redwood Investment Management first reported a position in Chevron in Q1 2018 and has held it in 18 quarters since.
  • Redwood Investment Management's Chevron position peaked at $10.7M in Q3 2023.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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