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Ruedi Wealth Management’s Chevron CVX Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-459
Closed -$76.8K – 117
2025
Q1 		$76.8K Hold
459
– – 0.02% 75
2024
Q4 		$66.5K Hold
459
– – 0.02% 77
2024
Q3 		$67.6K Hold
459
– – 0.02% 79
2024
Q2 		$71.8K Hold
459
– – 0.03% 76
2024
Q1 		$72.4K Hold
459
– – 0.03% 73
2023
Q4 		$68.5K Buy
459
+33
+8% +$4.99K 0.03% 68
2023
Q3 		$71.8K Hold
426
– – 0.04% 63
2023
Q2 		$67K Hold
426
– – 0.04% 60
2023
Q1 		$69.5K Sell
426
-121
-22% -$20.3K 0.04% 66
2022
Q4 		$98.2K Buy
+547
New +$95.5K 0.07% 50

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ruedi Wealth Management's CVX Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 459 shares — an estimated $76.8K sold.

Ruedi Wealth Management first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $98.2K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 459 Chevron shares in Q2 2025, an estimated $76.8K.
  • Ruedi Wealth Management first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Chevron position peaked at $98.2K in Q4 2022.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.