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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
Q2 		$135K Buy
816
+158
+24% +$29.4K 0.03% 205
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rialto Wealth Management's CVX Position: Q2 2026 in Review

Rialto Wealth Management increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $29.4K and bringing the position to 816 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #205.

Rialto Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q4 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rialto Wealth Management held 816 shares of Chevron worth $135K as of Q2 2026.
  • Rialto Wealth Management bought 158 Chevron shares in Q2 2026, an estimated $29.4K.
  • Chevron made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Rialto Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Chevron position peaked at $442K in Q4 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.