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 Q3	$331K	Buy	1,620 +376	+30%	+$74K	0.12%	117
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 New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Retirement Guys Formula's CVX Position: Q3 2026 in Review

Retirement Guys Formula increased its Chevron (CVX) stake by 30% in Q3 2026, buying an estimated $74K and bringing the position to 1,620 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #117.

Retirement Guys Formula first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2025. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Retirement Guys Formula held 1,620 shares of Chevron worth $331K as of Q3 2026.
Retirement Guys Formula bought 376 Chevron shares in Q3 2026, an estimated $74K.
Chevron made up 0.12% of Retirement Guys Formula's portfolio in Q3 2026, its #117 holding.
Retirement Guys Formula first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Retirement Guys Formula's Chevron position peaked at $1.2M in Q1 2025.
3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.