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Ritholtz Wealth Management’s Chevron CVX Stock Holding History

Ritholtz 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
2022
Q1 		– Sell
-700
Closed -$86K – 565
2021
Q4 		$86K Buy
+700
New +$79.5K 0.01% 531
2021
Q2 		– Sell
-2,000
Closed -$51K – 540
2021
Q1 		$51K Buy
+2,000
New +$195K ﹤0.01% 447

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Ritholtz Wealth Management increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $176K and bringing the position to 38,034 shares worth $6.3M. The position accounts for 0.09% of the portfolio, ranked #131.

Ritholtz Wealth Management first reported a position in CVX in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.67M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ritholtz Wealth Management held 38,034 shares of Chevron worth $6.3M as of Q2 2026.
  • Ritholtz Wealth Management bought 943 Chevron shares in Q2 2026, an estimated $176K.
  • Chevron made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Ritholtz Wealth Management first reported a position in Chevron in Q3 2017 and has held it in 36 quarters since.
  • Ritholtz Wealth Management's Chevron position peaked at $7.67M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.