RVW Wealth
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RVW Wealth’s Chevron CVX Stock Holding History

RVW Wealth’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 		$707K Sell
3,463
-4
-0.1% -$788 0.05% 100
2026
Q2 		$575K Hold
3,467
– – 0.04% 105
2026
Q1 		$717K Hold
3,467
– – 0.06% 88
2025
Q4 		$528K Sell
3,467
-85
-2% -$12.9K 0.04% 105
2025
Q3 		$552K Buy
3,552
+32
+0.9% +$4.96K 0.04% 101
2025
Q2 		$504K Sell
3,520
-3
-0.1% -$423 0.04% 100
2025
Q1 		$589K Buy
3,523
+425
+14% +$66.5K 0.06% 82
2024
Q4 		$449K Sell
3,098
-175
-5% -$26.8K 0.04% 98
2024
Q3 		$482K Buy
3,273
+151
+5% +$22.5K 0.04% 93
2024
Q2 		$488K Sell
3,122
-47
-1% -$7.5K 0.05% 92
2024
Q1 		$500K Sell
3,169
-300
-9% -$45.3K 0.05% 88
2023
Q4 		$517K Buy
3,469
+55
+2% +$8.32K 0.06% 93
2023
Q3 		$576K Sell
3,414
-45
-1% -$7.27K 0.07% 84
2023
Q2 		$544K Sell
3,459
-57
-2% -$9.14K 0.06% 93
2023
Q1 		$574K Sell
3,516
-894
-20% -$150K 0.07% 94
2022
Q4 		$792K Buy
4,410
+116
+3% +$20.2K 0.1% 81
2022
Q3 		$617K Sell
4,294
-110
-2% -$16.8K 0.09% 88
2022
Q2 		$638K Buy
4,404
+126
+3% +$20.8K 0.09% 84
2022
Q1 		$697K Sell
4,278
-178
-4% -$25.5K 0.08% 80
2021
Q4 		$523K Buy
4,456
+978
+28% +$111K 0.06% 91
2021
Q3 		$0 Buy
+3,478
New +$347K ﹤0.01% 93
2020
Q4 		– Sell
-8,890
Closed -$640K – 97
2020
Q3 		$640K Buy
+8,890
New +$748K 0.11% 69

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RVW Wealth's CVX Position: Q3 2026 in Review

RVW Wealth reduced its Chevron (CVX) stake by 0.12% in Q3 2026, selling an estimated $788 and leaving 3,463 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #100.

RVW Wealth first reported a position in CVX in Q3 2020 and has held it in 22 quarters since. The position peaked at $792K in Q4 2022. 1,649 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RVW Wealth held 3,463 shares of Chevron worth $707K as of Q3 2026.
  • RVW Wealth sold 4 Chevron shares in Q3 2026, an estimated $788.
  • Chevron made up 0.05% of RVW Wealth's portfolio in Q3 2026, its #100 holding.
  • RVW Wealth first reported a position in Chevron in Q3 2020 and has held it in 22 quarters since.
  • RVW Wealth's Chevron position peaked at $792K in Q4 2022.
  • 1,649 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.