Riversedge Advisors
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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
Q3 		$1.66M Buy
8,148
+703
+9% +$138K 0.2% 53
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Riversedge Advisors's CVX Position: Q3 2026 in Review

Riversedge Advisors increased its Chevron (CVX) stake by 9.4% in Q3 2026, buying an estimated $138K and bringing the position to 8,148 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #53.

Riversedge Advisors first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Riversedge Advisors held 8,148 shares of Chevron worth $1.66M as of Q3 2026.
  • Riversedge Advisors bought 703 Chevron shares in Q3 2026, an estimated $138K.
  • Chevron made up 0.2% of Riversedge Advisors's portfolio in Q3 2026, its #53 holding.
  • Riversedge Advisors first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.