RW Investment Management’s Chevron CVX Stock Holding History

RW Investment 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
2026 Q1	$504K	Buy	+2,435	New	+$444K	0.05%	70
2025 Q3	$429K	Sell	2,761 -2,312	-46%	-$358K	0.04%	68
2025 Q2	$726K	Buy	5,073 +656	+15%	+$92.5K	0.08%	51
2025 Q1	$739K	Hold	4,417	–	–	0.09%	43
2024 Q4	$640K	Sell	4,417 -1,518	-26%	-$232K	0.08%	54
2024 Q3	$874K	Sell	5,935 -710	-11%	-$106K	0.11%	44
2024 Q2	$1.04M	Sell	6,645 -136	-2%	-$21.7K	0.14%	33
2024 Q1	$1.07M	Buy	6,781 +747	+12%	+$113K	0.15%	29
2023 Q4	$900K	Hold	6,034	–	–	0.14%	31
2023 Q3	$1.02M	Hold	6,034	–	–	0.18%	27
2023 Q2	$949K	Sell	6,034 -333	-5%	-$53.4K	0.2%	30
2023 Q1	$1.04M	Buy	6,367 +220	+4%	+$36.9K	0.29%	27
2022 Q4	$1.1M	Buy	+6,147	New	+$1.07M	0.43%	23

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RW Investment Management's CVX Position: Q1 2026 in Review

RW Investment Management opened a new position in Chevron (CVX) in Q1 2026: 2,435 shares worth $504K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings. This is a return to the name: RW Investment Management previously reported a position in CVX as recently as Q3 2025.

RW Investment Management first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

RW Investment Management held 2,435 shares of Chevron worth $504K as of Q1 2026.
Chevron was a new RW Investment Management position in Q1 2026.
Chevron made up 0.05% of RW Investment Management's portfolio in Q1 2026, its #70 holding.
RW Investment Management first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Chevron position peaked at $1.1M in Q4 2022.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.