RF&L Wealth Management’s Chevron CVX Stock Holding History

RF&L Wealth Management’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	$364K	Sell	1,760 -6,000	-77%	-$1.09M	0.27%	43
2025 Q4	$1.18M	Buy	7,760 +6,320	+439%	+$963K	0.66%	34
2025 Q3	$224K	Sell	1,440 -200	-12%	-$31K	0.13%	59
2025 Q2	$235K	Sell	1,640 -85	-5%	-$12K	0.15%	57
2025 Q1	$289K	Hold	1,725	–	–	0.21%	50
2024 Q4	$250K	Hold	1,725	–	–	0.18%	54
2024 Q3	$254K	Hold	1,725	–	–	0.18%	53
2024 Q2	$270K	Hold	1,725	–	–	0.21%	49
2024 Q1	$272K	Buy	1,725 +25	+1%	+$3.77K	0.21%	49
2023 Q4	$254K	Hold	1,700	–	–	0.21%	51
2023 Q3	$287K	Hold	1,700	–	–	0.27%	49
2023 Q2	$267K	Hold	1,700	–	–	0.24%	48
2023 Q1	$277K	Hold	1,700	–	–	0.27%	48
2022 Q4	$305K	Buy	+1,700	New	+$297K	0.31%	43

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

RF&L Wealth Management's CVX Position: Q1 2026 in Review

RF&L Wealth Management reduced its Chevron (CVX) stake by 77% in Q1 2026, selling an estimated $1.09M and leaving 1,760 shares worth $364K. The position accounts for 0.27% of the portfolio, ranked #43.

RF&L Wealth Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

RF&L Wealth Management held 1,760 shares of Chevron worth $364K as of Q1 2026.
RF&L Wealth Management sold 6,000 Chevron shares in Q1 2026, an estimated $1.09M.
Chevron made up 0.27% of RF&L Wealth Management's portfolio in Q1 2026, its #43 holding.
RF&L Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's Chevron position peaked at $1.18M in Q4 2025.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.