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Rialto Wealth Management’s Chevron CVX Stock Holding History

Rialto 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 		$136K Buy
658
+33
+5% +$6.02K 0.03% 185
2025
Q4 		$95.3K Sell
625
-1,255
-67% -$191K 0.02% 214
2025
Q3 		$292K Buy
1,880
+230
+14% +$35.6K 0.08% 128
2025
Q2 		$236K Sell
1,650
-716
-30% -$101K 0.07% 136
2025
Q1 		$396K Sell
2,366
-688
-23% -$108K 0.12% 106
2024
Q4 		$442K Buy
+3,054
New +$467K 0.15% 95

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rialto Wealth Management's CVX Position: Q1 2026 in Review

Rialto Wealth Management increased its Chevron (CVX) stake by 5.3% in Q1 2026, buying an estimated $6.02K and bringing the position to 658 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #185.

Rialto Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q4 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rialto Wealth Management held 658 shares of Chevron worth $136K as of Q1 2026.
  • Rialto Wealth Management bought 33 Chevron shares in Q1 2026, an estimated $6.02K.
  • Chevron made up 0.03% of Rialto Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Rialto Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Chevron position peaked at $442K in Q4 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.