Rehmann Capital Advisory Group’s Chevron CVX Stock Holding History

Rehmann Capital Advisory 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	$3.66M	Sell	17,706 -483	-3%	-$88.1K	0.19%	85
2025 Q4	$2.77M	Sell	18,189 -59	-0.3%	-$8.99K	0.14%	107
2025 Q3	$2.83M	Buy	18,248 +2,157	+13%	+$334K	0.15%	105
2025 Q2	$2.3M	Sell	16,091 -3,406	-17%	-$480K	0.14%	111
2025 Q1	$3.26M	Sell	19,497 -822	-4%	-$129K	0.21%	88
2024 Q4	$2.94M	Buy	20,319 +278	+1%	+$42.6K	0.19%	94
2024 Q3	$2.98M	Sell	20,041 -1,618	-7%	-$241K	0.19%	98
2024 Q2	$3.38M	Buy	21,659 +2,387	+12%	+$381K	0.24%	81
2024 Q1	$3.04M	Buy	19,272 +1,405	+8%	+$212K	0.23%	84
2023 Q4	$2.67M	Sell	17,867 -868	-5%	-$131K	0.22%	86
2023 Q3	$3.16M	Sell	18,735 -3,344	-15%	-$540K	0.29%	63
2023 Q2	$3.47M	Buy	22,079 +4,781	+28%	+$766K	0.31%	61
2023 Q1	$2.82M	Sell	17,298 -290	-2%	-$48.6K	0.27%	81
2022 Q4	$3.16M	Sell	17,588 -610	-3%	-$106K	0.32%	66
2022 Q3	$2.61M	Sell	18,198 -499	-3%	-$76.1K	0.29%	67
2022 Q2	$2.71M	Buy	18,697 +1,664	+10%	+$275K	0.3%	65
2022 Q1	$2.76M	Sell	17,033 -80	-0.5%	-$11.5K	0.26%	75
2021 Q4	$2.01M	Sell	17,113 -938	-5%	-$107K	0.19%	95
2021 Q3	$1.83M	Sell	18,051 -654	-3%	-$65.2K	0.17%	95
2021 Q2	$1.96M	Sell	18,705 -719	-4%	-$75.9K	0.19%	86
2021 Q1	$2.04M	Buy	19,424 +1,524	+9%	+$149K	0.21%	82
2020 Q4	$1.5M	Sell	17,900 -990	-5%	-$80.2K	0.17%	104
2020 Q3	$1.36M	Sell	18,890 -526	-3%	-$44.2K	0.17%	107
2020 Q2	$1.73M	Sell	19,416 -531	-3%	-$47.5K	0.24%	85
2020 Q1	$1.45M	Buy	+19,947	New	+$1.97M	0.24%	79
2019 Q3	$2.93M	Buy	24,727 +1,007	+4%	+$122K	0.35%	34
2019 Q2	$2.95M	Sell	23,720 -673	-3%	-$81.4K	0.36%	46
2019 Q1	$3M	Buy	24,393 +311	+1%	+$36.8K	0.41%	40
2018 Q4	$2.62M	Buy	24,082 +1,250	+5%	+$145K	0.39%	32
2018 Q3	$2.79M	Sell	22,832 -377	-2%	-$45.7K	0.38%	42
2018 Q2	$2.93M	Buy	23,209 +3,798	+20%	+$471K	0.43%	41
2018 Q1	$2.21M	Buy	19,411 +20	+0.1%	+$2.39K	0.34%	50
2017 Q4	$2.43M	Sell	19,391 -998	-5%	-$118K	0.41%	50
2017 Q3	$2.4M	Buy	20,389 +2,526	+14%	+$276K	0.43%	48
2017 Q2	$1.86M	Sell	17,863 -2,537	-12%	-$269K	0.36%	55
2017 Q1	$2.19M	Sell	20,400 -1,577	-7%	-$177K	0.37%	57
2016 Q4	$2.59M	Buy	21,977 +930	+4%	+$101K	0.47%	51
2016 Q3	$2.17M	Sell	21,047 -6,989	-25%	-$714K	0.42%	54
2016 Q2	$2.94M	Buy	28,036 +1,727	+7%	+$174K	0.55%	45
2016 Q1	$2.51M	Buy	26,309 +5,078	+24%	+$444K	0.49%	49
2015 Q4	$1.91M	Buy	21,231 +2,355	+12%	+$212K	0.4%	49
2015 Q3	$1.49M	Buy	18,876 +4,134	+28%	+$348K	0.34%	63
2015 Q2	$1.42M	Sell	14,742 -232	-2%	-$24.4K	0.32%	68
2015 Q1	$1.57M	Buy	14,974 +2,643	+21%	+$282K	0.36%	58
2014 Q4	$1.38M	Buy	12,331 +11	+0.1%	+$1.25K	0.32%	67
2014 Q3	$1.47M	Sell	12,320 -2,033	-14%	-$259K	0.35%	63
2014 Q2	$1.87M	Buy	14,353 +1,290	+10%	+$160K	0.45%	49
2014 Q1	$1.55M	Buy	13,063 +1,861	+17%	+$216K	0.42%	55
2013 Q4	$1.4M	Sell	11,202 -961	-8%	-$116K	0.42%	56
2013 Q3	$1.48M	Buy	12,163 +15	+0.1%	+$1.84K	0.48%	46
2013 Q2	$1.44M	Buy	+12,148	New	+$1.47M	0.5%	47

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rehmann Capital Advisory Group's CVX Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Chevron (CVX) stake by 2.7% in Q1 2026, selling an estimated $88.1K and leaving 17,706 shares worth $3.66M. The position accounts for 0.19% of the portfolio, ranked #85.

Rehmann Capital Advisory Group first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Rehmann Capital Advisory Group held 17,706 shares of Chevron worth $3.66M as of Q1 2026.
Rehmann Capital Advisory Group sold 483 Chevron shares in Q1 2026, an estimated $88.1K.
Chevron made up 0.19% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #85 holding.
Rehmann Capital Advisory Group first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.