Refined Wealth Management
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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
Q3 		$9.08M Sell
44,458
-493
-1% -$97.1K 5.08% 7
2026
Q2 		$7.45M Buy
44,951
+515
+1% +$95.9K 4.5% 10
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 		$9.8M 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 		$9.7M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Refined Wealth Management's CVX Position: Q3 2026 in Review

Refined Wealth Management reduced its Chevron (CVX) stake by 1.1% in Q3 2026, selling an estimated $97.1K and leaving 44,458 shares worth $9.08M. The position accounts for 5.08% of the portfolio, ranked #7.

Refined Wealth Management first reported a position in CVX in Q2 2021 and has held it in 15 quarters since. The position peaked at $9.8M in Q4 2022. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Refined Wealth Management held 44,458 shares of Chevron worth $9.08M as of Q3 2026.
  • Refined Wealth Management sold 493 Chevron shares in Q3 2026, an estimated $97.1K.
  • Chevron made up 5.08% of Refined Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Refined Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 15 quarters since.
  • Refined Wealth Management's Chevron position peaked at $9.8M in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.