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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RF&L Wealth Management's CVX Position: Q2 2026 in Review

RF&L Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 1,760 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #44.

RF&L Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

RF&L Wealth Management held 1,760 shares of Chevron worth $292K as of Q2 2026.
RF&L Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.2% of RF&L Wealth Management's portfolio in Q2 2026, its #44 holding.
RF&L Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
RF&L Wealth Management's Chevron position peaked at $1.18M in Q4 2025.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.