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RTD Financial Advisors’s Chevron CVX Stock Holding History

RTD Financial 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 		$470K Hold
2,834
– – 0.05% 97
2026
Q1 		$586K Buy
2,834
+386
+16% +$70.4K 0.07% 84
2025
Q4 		$373K Sell
2,448
-363
-13% -$55.3K 0.05% 96
2025
Q3 		$436K Hold
2,811
– – 0.05% 77
2025
Q2 		$402K Sell
2,811
-61
-2% -$8.6K 0.05% 82
2025
Q1 		$480K Buy
2,872
+61
+2% +$9.55K 0.06% 82
2024
Q4 		$407K Buy
2,811
+364
+15% +$55.7K 0.05% 87
2024
Q3 		$360K Sell
2,447
-713
-23% -$106K 0.05% 99
2024
Q2 		$494K Buy
3,160
+1,013
+47% +$162K 0.07% 79
2024
Q1 		$339K Hold
2,147
– – 0.05% 92
2023
Q4 		$320K Buy
+2,147
New +$325K 0.05% 91

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

RTD Financial Advisors's CVX Position: Q2 2026 in Review

RTD Financial Advisors held its Chevron (CVX) position steady in Q2 2026 at 2,834 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #97.

RTD Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $586K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • RTD Financial Advisors held 2,834 shares of Chevron worth $470K as of Q2 2026.
  • RTD Financial Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • RTD Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • RTD Financial Advisors's Chevron position peaked at $586K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.