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 Q3	$360K	Buy	1,765 +5	+0.3%	+$985	0.24%	43
2026 Q2	$292K	Hold	1,760	–	–	0.2%	44
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

RF&L Wealth Management's CVX Position: Q3 2026 in Review

RF&L Wealth Management increased its Chevron (CVX) stake by 0.28% in Q3 2026, buying an estimated $985 and bringing the position to 1,765 shares worth $360K. The position accounts for 0.24% of the portfolio, ranked #43.

RF&L Wealth Management first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2025. 2,451 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

RF&L Wealth Management held 1,765 shares of Chevron worth $360K as of Q3 2026.
RF&L Wealth Management bought 5 Chevron shares in Q3 2026, an estimated $985.
Chevron made up 0.24% of RF&L Wealth Management's portfolio in Q3 2026, its #43 holding.
RF&L Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Chevron position peaked at $1.18M in Q4 2025.
2,451 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.