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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Wealth Solutions's CVX Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Chevron (CVX) stake by 24% in Q2 2026, selling an estimated $7.82K and leaving 131 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Retirement Wealth Solutions first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.7K in Q1 2026. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Retirement Wealth Solutions held 131 shares of Chevron worth $21.7K as of Q2 2026.
  • Retirement Wealth Solutions sold 42 Chevron shares in Q2 2026, an estimated $7.82K.
  • Chevron made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #151 holding.
  • Retirement Wealth Solutions first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Chevron position peaked at $35.7K in Q1 2026.
  • 2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.