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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
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 		$9.82M 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

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

Refined Wealth Management's CVX Position: Q2 2026 in Review

Refined Wealth Management increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $95.9K and bringing the position to 44,951 shares worth $7.45M. The position accounts for 4.5% of the portfolio, ranked #10.

Refined Wealth Management first reported a position in CVX in Q2 2021 and has held it in 14 quarters since. The position peaked at $9.82M in Q4 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Refined Wealth Management held 44,951 shares of Chevron worth $7.45M as of Q2 2026.
  • Refined Wealth Management bought 515 Chevron shares in Q2 2026, an estimated $95.9K.
  • Chevron made up 4.5% of Refined Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Refined Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 14 quarters since.
  • Refined Wealth Management's Chevron position peaked at $9.82M in Q4 2022.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.