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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
Q2 		– Sell
-1,776
Closed -$367K – 29
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Wealth Management Group's CVX Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,776 shares — an estimated $367K sold.

Redwood Wealth Management Group first reported a position in CVX in Q2 2024 and held it in 5 quarters. The position peaked at $367K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,776 Chevron shares in Q2 2026, an estimated $367K.
  • Redwood Wealth Management Group first reported a position in Chevron in Q2 2024 and held it in 5 quarters.
  • Redwood Wealth Management Group's Chevron position peaked at $367K in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.