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Ridgecrest Wealth Partners’s Chevron CVX Stock Holding History

Ridgecrest Wealth Partners’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 		$4.52M Sell
27,261
-117
-0.4% -$21.8K 2.18% 11
2026
Q1 		$5.66M Buy
27,378
+483
+2% +$88.1K 3.13% 10
2025
Q4 		$4.1M Sell
26,895
-716
-3% -$109K 2.22% 12
2025
Q3 		$4.29M Sell
27,611
-1,750
-6% -$271K 1.94% 13
2025
Q2 		$4.2M Sell
29,361
-4,115
-12% -$580K 2.22% 11
2025
Q1 		$5.6M Sell
33,476
-636
-2% -$99.6K 2.93% 10
2024
Q4 		$4.94M Sell
34,112
-751
-2% -$115K 2.68% 11
2024
Q3 		$5.13M Sell
34,863
-52
-0.1% -$7.74K 2.68% 12
2024
Q2 		$5.46M Buy
34,915
+1,040
+3% +$166K 3.29% 8
2024
Q1 		$5.34M Sell
33,875
-950
-3% -$143K 3.18% 9
2023
Q4 		$5.19M Buy
34,825
+467
+1% +$70.6K 3.43% 8
2023
Q3 		$5.79M Sell
34,358
-3,000
-8% -$485K 4.06% 4
2023
Q2 		$5.88M Sell
37,358
-183
-0.5% -$29.3K 3.89% 4
2023
Q1 		$6.13M Sell
37,541
-15
-0% -$2.52K 4.36% 4
2022
Q4 		$6.74M Sell
37,556
-2,642
-7% -$461K 5.12% 3
2022
Q3 		$5.78M Sell
40,198
-917
-2% -$140K 4.71% 4
2022
Q2 		$5.95M Sell
41,115
-195
-0.5% -$32.2K 4.33% 4
2022
Q1 		$6.73M Sell
41,310
-272
-0.7% -$39K 4.27% 3
2021
Q4 		$4.88M Sell
41,582
-354
-0.8% -$40.2K 2.38% 12
2021
Q3 		$4.25M Buy
41,936
+1,416
+3% +$141K 2.32% 12
2021
Q2 		$4.24M Buy
40,520
+16,883
+71% +$1.78M 2.65% 11
2021
Q1 		$2.48M Buy
+23,637
New +$2.31M 2.36% 10

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

Ridgecrest Wealth Partners's CVX Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Chevron (CVX) stake by 0.43% in Q2 2026, selling an estimated $21.8K and leaving 27,261 shares worth $4.52M. The position accounts for 2.18% of the portfolio, ranked #11.

Ridgecrest Wealth Partners first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.74M in Q4 2022. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ridgecrest Wealth Partners held 27,261 shares of Chevron worth $4.52M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 117 Chevron shares in Q2 2026, an estimated $21.8K.
  • Chevron made up 2.18% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Ridgecrest Wealth Partners first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Chevron position peaked at $6.74M in Q4 2022.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.