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Riversedge Advisors’s Chevron CVX Stock Holding History

Riversedge Advisors’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 		$1.23M Buy
7,445
+2,110
+40% +$393K 0.16% 58
2026
Q1 		$1.1M Buy
5,335
+1,136
+27% +$207K 0.18% 51
2025
Q4 		$640K Sell
4,199
-374
-8% -$57K 0.1% 66
2025
Q3 		$710K Buy
4,573
+704
+18% +$109K 0.12% 60
2025
Q2 		$554K Sell
3,869
-266
-6% -$37.5K 0.11% 59
2025
Q1 		$692K Buy
4,135
+285
+7% +$44.6K 0.15% 56
2024
Q4 		$558K Buy
3,850
+132
+4% +$20.2K 0.13% 58
2024
Q3 		$547K Buy
3,718
+6
+0.2% +$893 0.12% 51
2024
Q2 		$581K Buy
3,712
+34
+0.9% +$5.42K 0.14% 49
2024
Q1 		$580K Buy
3,678
+129
+4% +$19.5K 0.14% 48
2023
Q4 		$529K Sell
3,549
-662
-16% -$100K 0.15% 46
2023
Q3 		$710K Buy
4,211
+688
+20% +$111K 0.21% 39
2023
Q2 		$554K Buy
3,523
+30
+0.9% +$4.81K 0.15% 42
2023
Q1 		$570K Buy
+3,493
New +$586K 0.17% 46

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Riversedge Advisors's CVX Position: Q2 2026 in Review

Riversedge Advisors increased its Chevron (CVX) stake by 40% in Q2 2026, buying an estimated $393K and bringing the position to 7,445 shares worth $1.23M. The position accounts for 0.16% of the portfolio, ranked #58.

Riversedge Advisors first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Riversedge Advisors held 7,445 shares of Chevron worth $1.23M as of Q2 2026.
  • Riversedge Advisors bought 2,110 Chevron shares in Q2 2026, an estimated $393K.
  • Chevron made up 0.16% of Riversedge Advisors's portfolio in Q2 2026, its #58 holding.
  • Riversedge Advisors first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.