RWM
CVX icon

Refined Wealth Management’s Chevron CVX Stock Holding History

Refined Wealth 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 		$9.19M Buy
+44,436
New +$8.1M 5.8% 5
2024
Q2 		– Sell
-36,086
Closed -$5.69M – 29
2024
Q1 		$5.69M Buy
36,086
+275
+0.8% +$41.5K 4.01% 9
2023
Q4 		$5.34M Sell
35,811
-1,543
-4% -$233K 4.17% 10
2023
Q3 		$6.3M Sell
37,354
-9,979
-21% -$1.61M 5.65% 7
2023
Q2 		$7.45M Sell
47,333
-397
-0.8% -$63.6K 6.14% 6
2023
Q1 		$7.79M Sell
47,730
-6,963
-13% -$1.17M 6.88% 6
2022
Q4 		$9.82M Sell
54,693
-5,796
-10% -$1.01M 8.59% 4
2022
Q3 		$8.69M Sell
60,489
-92
-0.2% -$14K 7.84% 4
2022
Q2 		$8.77M Buy
60,581
+1,061
+2% +$175K 7.84% 4
2022
Q1 		$9.69M Sell
59,520
-18,247
-23% -$2.62M 8.19% 4
2021
Q4 		$9.13M Sell
77,767
-2,724
-3% -$309K 7.08% 6
2021
Q3 		$8.17M Buy
80,491
+693
+0.9% +$69.1K 6.61% 6
2021
Q2 		$8.36M Buy
+79,798
New +$8.42M 7.02% 6

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

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

Refined Wealth Management opened a new position in Chevron (CVX) in Q1 2026: 44,436 shares worth $9.19M. The stake represents 5.8% of the portfolio and ranks #5 among its holdings. This is a return to the name: Refined Wealth Management previously reported a position in CVX as recently as Q1 2024.

Refined Wealth Management first reported a position in CVX in Q2 2021 and has held it in 13 quarters since. The position peaked at $9.82M in Q4 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Refined Wealth Management held 44,436 shares of Chevron worth $9.19M as of Q1 2026.
  • Chevron was a new Refined Wealth Management position in Q1 2026.
  • Chevron made up 5.8% of Refined Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Refined Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 13 quarters since.
  • Refined Wealth Management's Chevron position peaked at $9.82M in Q4 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.