RGF
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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
Q2 		$206K Sell
1,244
-77
-6% -$14.3K 0.08% 153
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

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

Retirement Guys Formula's CVX Position: Q2 2026 in Review

Retirement Guys Formula reduced its Chevron (CVX) stake by 5.8% in Q2 2026, selling an estimated $14.3K and leaving 1,244 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #153.

Retirement Guys Formula first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2025. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Retirement Guys Formula held 1,244 shares of Chevron worth $206K as of Q2 2026.
  • Retirement Guys Formula sold 77 Chevron shares in Q2 2026, an estimated $14.3K.
  • Chevron made up 0.08% of Retirement Guys Formula's portfolio in Q2 2026, its #153 holding.
  • Retirement Guys Formula first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • Retirement Guys Formula's Chevron position peaked at $1.2M in Q1 2025.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.