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Ridgewood Investments’s Chevron CVX Stock Holding History

Ridgewood Investments’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
Q3 		$443K Sell
2,168
-400
-16% -$78.8K 0.16% 156
2026
Q2 		$426K Sell
2,568
-626
-20% -$117K 0.16% 154
2026
Q1 		$661K Buy
+3,194
New +$582K 0.27% 110
2025
Q3 		$1.12M Sell
7,231
-1,540
-18% -$239K 0.47% 68
2025
Q2 		$1.26M Buy
8,771
+4,709
+116% +$664K 0.54% 53
2025
Q1 		$680K Buy
4,062
+403
+11% +$63.1K 0.32% 93
2024
Q4 		$530K Buy
3,659
+230
+7% +$35.2K 0.26% 105
2024
Q3 		$505K Buy
3,429
+443
+15% +$65.9K 0.25% 103
2024
Q2 		$467K Hold
2,986
– – 0.23% 115
2024
Q1 		$471K Sell
2,986
-10
-0.3% -$1.51K 0.25% 121
2023
Q4 		$447K Buy
+2,996
New +$453K 0.26% 115
2023
Q3 		– Sell
-286
Closed -$45K – 302
2023
Q2 		$45K Buy
286
+200
+233% +$32.1K 0.03% 340
2023
Q1 		$14K Buy
+86
New +$14.4K 0.01% 485

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Ridgewood Investments's CVX Position: Q3 2026 in Review

Ridgewood Investments reduced its Chevron (CVX) stake by 16% in Q3 2026, selling an estimated $78.8K and leaving 2,168 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #156.

Ridgewood Investments first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2025. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Ridgewood Investments held 2,168 shares of Chevron worth $443K as of Q3 2026.
  • Ridgewood Investments sold 400 Chevron shares in Q3 2026, an estimated $78.8K.
  • Chevron made up 0.16% of Ridgewood Investments's portfolio in Q3 2026, its #156 holding.
  • Ridgewood Investments first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • Ridgewood Investments's Chevron position peaked at $1.26M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.