Ritter Daniher Financial Advisory’s Chevron CVX Stock Holding History

Ritter Daniher Financial Advisory’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	$502K	Sell	3,029 -120	-4%	-$22.3K	0.08%	106
2026 Q1	$652K	Sell	3,149 -290	-8%	-$52.9K	0.11%	92
2025 Q4	$524K	Buy	3,439 +58	+2%	+$8.83K	0.09%	96
2025 Q3	$525K	Hold	3,381	–	–	0.09%	96
2025 Q2	$484K	Buy	3,381 +484	+17%	+$68.2K	0.12%	53
2025 Q1	$485K	Sell	2,897 -125	-4%	-$19.6K	0.13%	49
2024 Q4	$438K	Buy	3,022 +125	+4%	+$19.1K	0.12%	51
2024 Q3	$427K	Sell	2,897 -350	-11%	-$52.1K	0.12%	56
2024 Q2	$508K	Sell	3,247 -110	-3%	-$17.5K	0.16%	46
2024 Q1	$530K	Sell	3,357 -650	-16%	-$98.1K	0.18%	46
2023 Q4	$598K	Sell	4,007 -66	-2%	-$9.98K	0.22%	43
2023 Q3	$687K	Buy	4,073 +6	+0.1%	+$969	0.29%	34
2023 Q2	$640K	Buy	4,067 +43	+1%	+$6.89K	0.27%	37
2023 Q1	$657K	Buy	4,024 +306	+8%	+$51.3K	0.29%	33
2022 Q4	$667K	Sell	3,718 -48	-1%	-$8.38K	0.32%	36
2022 Q3	$541K	Buy	3,766 +323	+9%	+$49.3K	0.39%	36
2022 Q2	$498K	Sell	3,443 -141	-4%	-$23.3K	0.35%	33
2022 Q1	$584K	Sell	3,584 -217	-6%	-$31.1K	0.4%	28
2021 Q4	$446K	Hold	3,801	–	–	0.3%	33
2021 Q3	$386K	Hold	3,801	–	–	0.28%	35
2021 Q2	$398K	Hold	3,801	–	–	0.3%	32
2021 Q1	$398K	Hold	3,801	–	–	0.32%	31
2020 Q4	$321K	Buy	+3,801	New	+$308K	0.28%	34

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

Ritter Daniher Financial Advisory's CVX Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $22.3K and leaving 3,029 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #106.

Ritter Daniher Financial Advisory first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $687K in Q3 2023. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ritter Daniher Financial Advisory held 3,029 shares of Chevron worth $502K as of Q2 2026.
Ritter Daniher Financial Advisory sold 120 Chevron shares in Q2 2026, an estimated $22.3K.
Chevron made up 0.08% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #106 holding.
Ritter Daniher Financial Advisory first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Chevron position peaked at $687K in Q3 2023.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.