Retirement Guys Formula’s Chevron CVX Stock Holding History

Retirement Guys Formula’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	$273K	Buy	+1,321	New	+$241K	0.13%	117
2025 Q4	–	Sell	-5,154	Closed	-$800K	–	160
2025 Q3	$800K	Sell	5,154 -3,001	-37%	-$465K	0.28%	104
2025 Q2	$1.17M	Buy	8,155 +970	+14%	+$137K	0.44%	77
2025 Q1	$1.2M	Buy	7,185 +1,456	+25%	+$228K	0.6%	68
2024 Q4	$830K	Buy	5,729 +116	+2%	+$17.8K	0.42%	71
2024 Q3	$827K	Buy	5,613 +590	+12%	+$87.8K	0.38%	69
2024 Q2	$786K	Buy	5,023 +378	+8%	+$60.3K	0.38%	70
2024 Q1	$733K	Buy	+4,645	New	+$701K	0.36%	74

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

Retirement Guys Formula's CVX Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in Chevron (CVX) in Q1 2026: 1,321 shares worth $273K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in CVX as recently as Q3 2025.

Retirement Guys Formula first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Retirement Guys Formula held 1,321 shares of Chevron worth $273K as of Q1 2026.
Chevron was a new Retirement Guys Formula position in Q1 2026.
Chevron made up 0.13% of Retirement Guys Formula's portfolio in Q1 2026, its #117 holding.
Retirement Guys Formula first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
Retirement Guys Formula's Chevron position peaked at $1.2M in Q1 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.