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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
Q2 		$874K Buy
5,274
+293
+6% +$54.5K 0.09% 210
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Redwood Investment Management's CVX Position: Q2 2026 in Review

Redwood Investment Management increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $54.5K and bringing the position to 5,274 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #210.

Redwood Investment Management first reported a position in CVX in Q1 2018 and has held it in 19 quarters since. The position peaked at $10.7M in Q3 2023. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Redwood Investment Management held 5,274 shares of Chevron worth $874K as of Q2 2026.
  • Redwood Investment Management bought 293 Chevron shares in Q2 2026, an estimated $54.5K.
  • Chevron made up 0.09% of Redwood Investment Management's portfolio in Q2 2026, its #210 holding.
  • Redwood Investment Management first reported a position in Chevron in Q1 2018 and has held it in 19 quarters since.
  • Redwood Investment Management's Chevron position peaked at $10.7M in Q3 2023.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.