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Ruggaard & Associates’s Chevron CVX Stock Holding History

Ruggaard & Associates’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
Q1 		$968K Buy
4,680
+2
+0% +$365 0.38% 42
2025
Q4 		$713K Buy
4,678
+78
+2% +$11.9K 0.28% 48
2025
Q3 		$714K Sell
4,600
-1
-0% -$155 0.27% 50
2025
Q2 		$659K Buy
4,601
+175
+4% +$24.7K 0.26% 50
2025
Q1 		$740K Sell
4,426
-23
-0.5% -$3.6K 0.32% 41
2024
Q4 		$644K Buy
4,449
+208
+5% +$31.8K 0.28% 46
2024
Q3 		$625K Sell
4,241
-60
-1% -$8.93K 0.27% 51
2024
Q2 		$673K Buy
4,301
+2
+0% +$319 0.31% 42
2024
Q1 		$678K Buy
4,299
+53
+1% +$8K 0.32% 39
2023
Q4 		$633K Buy
4,246
+100
+2% +$15.1K 0.34% 42
2023
Q3 		$699K Buy
4,146
+293
+8% +$47.3K 0.42% 28
2023
Q2 		$606K Buy
3,853
+110
+3% +$17.6K 0.35% 38
2023
Q1 		$611K Buy
+3,743
New +$628K 0.38% 33

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ruggaard & Associates's CVX Position: Q1 2026 in Review

Ruggaard & Associates increased its Chevron (CVX) stake by 0.04% in Q1 2026, buying an estimated $365 and bringing the position to 4,680 shares worth $968K. The position accounts for 0.38% of the portfolio, ranked #42.

Ruggaard & Associates first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Ruggaard & Associates held 4,680 shares of Chevron worth $968K as of Q1 2026.
  • Ruggaard & Associates bought 2 Chevron shares in Q1 2026, an estimated $365.
  • Chevron made up 0.38% of Ruggaard & Associates's portfolio in Q1 2026, its #42 holding.
  • Ruggaard & Associates first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.