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Retirement Wealth Solutions’s Chevron CVX Stock Holding History

Retirement Wealth Solutions’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 		$48K Buy
235
+104
+79% +$20.5K 0.03% 114
2026
Q2 		$21.7K Sell
131
-42
-24% -$7.82K 0.01% 151
2026
Q1 		$35.7K Buy
173
+78
+82% +$14.2K 0.02% 105
2025
Q4 		$14.5K Buy
95
+23
+32% +$3.5K 0.01% 189
2025
Q3 		$11.2K Buy
72
+71
+7,100% +$11K 0.01% 216
2025
Q2 		$160 Hold
1
– – ﹤0.01% 407
2025
Q1 		$185 Hold
1
– – ﹤0.01% 390
2024
Q4 		$168 Buy
+1
New +$153 ﹤0.01% 397

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Retirement Wealth Solutions's CVX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Chevron (CVX) stake by 79% in Q3 2026, buying an estimated $20.5K and bringing the position to 235 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #114.

Retirement Wealth Solutions first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Retirement Wealth Solutions held 235 shares of Chevron worth $48K as of Q3 2026.
  • Retirement Wealth Solutions bought 104 Chevron shares in Q3 2026, an estimated $20.5K.
  • Chevron made up 0.03% of Retirement Wealth Solutions's portfolio in Q3 2026, its #114 holding.
  • Retirement Wealth Solutions first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.