Riverbend Wealth Management
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Riverbend Wealth Management’s Chevron CVX Stock Holding History

Riverbend 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
2026
Q3 		$1.16M Buy
5,677
+1,585
+39% +$312K 0.53% 53
2026
Q2 		$678K Buy
4,092
+67
+2% +$12.5K 0.34% 82
2026
Q1 		$833K Sell
4,025
-80
-2% -$14.6K 0.48% 60
2025
Q4 		$626K Buy
4,105
+203
+5% +$30.9K 0.39% 73
2025
Q3 		$606K Buy
3,902
+50
+1% +$7.74K 0.42% 68
2025
Q2 		$552K Sell
3,852
-2,489
-39% -$351K 0.42% 70
2025
Q1 		$1.06M Buy
6,341
+367
+6% +$57.5K 0.95% 30
2024
Q4 		$869K Buy
+5,974
New +$914K 0.77% 38

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Riverbend Wealth Management's CVX Position: Q3 2026 in Review

Riverbend Wealth Management increased its Chevron (CVX) stake by 39% in Q3 2026, buying an estimated $312K and bringing the position to 5,677 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #53.

Riverbend Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Riverbend Wealth Management held 5,677 shares of Chevron worth $1.16M as of Q3 2026.
  • Riverbend Wealth Management bought 1,585 Chevron shares in Q3 2026, an estimated $312K.
  • Chevron made up 0.53% of Riverbend Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Riverbend Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.