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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Ridgewood Investments's CVX Position: Q2 2026 in Review

Ridgewood Investments reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $117K and leaving 2,568 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #154.

Ridgewood Investments first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2025. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ridgewood Investments held 2,568 shares of Chevron worth $426K as of Q2 2026.
Ridgewood Investments sold 626 Chevron shares in Q2 2026, an estimated $117K.
Chevron made up 0.16% of Ridgewood Investments's portfolio in Q2 2026, its #154 holding.
Ridgewood Investments first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
Ridgewood Investments's Chevron position peaked at $1.26M in Q2 2025.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.