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Ridgepath Capital Management’s Chevron CVX Stock Holding History

Ridgepath Capital 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 		$384K Buy
1,854
+16
+0.9% +$2.92K 0.19% 40
2025
Q4 		$285K Hold
1,838
– – 0.13% 37
2025
Q3 		$285K Buy
1,838
+25
+1% +$3.87K 0.12% 39
2025
Q2 		$260K Buy
1,813
+21
+1% +$2.96K 0.12% 40
2025
Q1 		$300K Buy
1,792
+18
+1% +$2.82K 0.14% 38
2024
Q4 		$257K Buy
1,774
+18
+1% +$2.75K 0.12% 36
2024
Q3 		$259K Buy
1,756
+20
+1% +$2.98K 0.21% 36
2024
Q2 		$272K Buy
1,736
+17
+1% +$2.71K 0.27% 35
2024
Q1 		$271K Buy
+1,719
New +$259K 0.31% 35

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 $336B AUM 34.66% 1-Year Est. Return

Ridgepath Capital Management's CVX Position: Q1 2026 in Review

Ridgepath Capital Management increased its Chevron (CVX) stake by 0.87% in Q1 2026, buying an estimated $2.92K and bringing the position to 1,854 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #40.

Ridgepath Capital Management first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ridgepath Capital Management held 1,854 shares of Chevron worth $384K as of Q1 2026.
  • Ridgepath Capital Management bought 16 Chevron shares in Q1 2026, an estimated $2.92K.
  • Chevron made up 0.19% of Ridgepath Capital Management's portfolio in Q1 2026, its #40 holding.
  • Ridgepath Capital Management first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ridgepath Capital Management's 13F filing for Q1 2026, filed 7 May 2026.