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Redwood Wealth Management Group’s Chevron CVX Stock Holding History

Redwood Wealth Management Group’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 		$367K Buy
1,776
+1
+0.1% +$182 0.16% 112
2025
Q4 		$271K Buy
1,775
+110
+7% +$16.8K 0.11% 142
2025
Q3 		$259K Sell
1,665
-42
-2% -$6.5K 0.11% 151
2025
Q2 		$244K Buy
+1,707
New +$241K 0.11% 159
2024
Q3 		– Sell
-1,029
Closed -$161K – 377
2024
Q2 		$161K Buy
+1,029
New +$164K 0.12% 134

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 Wealth Management Group's CVX Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Chevron (CVX) stake by 0.06% in Q1 2026, buying an estimated $182 and bringing the position to 1,776 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #112.

Redwood Wealth Management Group first reported a position in CVX in Q2 2024 and has held it in 5 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Redwood Wealth Management Group held 1,776 shares of Chevron worth $367K as of Q1 2026.
  • Redwood Wealth Management Group bought 1 Chevron share in Q1 2026, an estimated $182.
  • Chevron made up 0.16% of Redwood Wealth Management Group's portfolio in Q1 2026, its #112 holding.
  • Redwood Wealth Management Group first reported a position in Chevron in Q2 2024 and has held it in 5 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.