RWA Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Sell |
53,223
-2,570
| -5% | -$469K | 0.12% | 98 |
|
|
2025
Q4 | $8.5M | Sell |
55,793
-32,151
| -37% | -$4.9M | 0.09% | 123 |
|
|
2025
Q3 | $13.7M | Sell |
87,944
-18,579
| -17% | -$2.88M | 0.16% | 86 |
|
|
2025
Q2 | $15.3M | Sell |
106,523
-24,399
| -19% | -$3.44M | 0.19% | 81 |
|
|
2025
Q1 | $21.9M | Sell |
130,922
-25
| -0% | -$3.91K | 0.28% | 60 |
|
|
2024
Q4 | $19M | Buy |
130,947
+3,956
| +3% | +$606K | 0.23% | 65 |
|
|
2024
Q3 | $18.7M | Buy |
126,991
+1,457
| +1% | +$217K | 0.23% | 68 |
|
|
2024
Q2 | $19.6M | Buy |
125,534
+2,224
| +2% | +$355K | 0.26% | 60 |
|
|
2024
Q1 | $19.5M | Buy |
123,310
+442
| +0.4% | +$66.7K | 0.26% | 63 |
|
|
2023
Q4 | $18.3M | Buy |
122,868
+106,638
| +657% | +$16.1M | 0.26% | 65 |
|
|
2023
Q3 | $2.74M | Buy |
16,230
+6,799
| +72% | +$1.1M | 0.06% | 114 |
|
|
2023
Q2 | $1.48M | Sell |
9,431
-448
| -5% | -$71.8K | 0.03% | 150 |
|
|
2023
Q1 | $1.61M | Buy |
9,879
+240
| +2% | +$40.2K | 0.04% | 108 |
|
|
2022
Q4 | $1.69M | Buy |
9,639
+24
| +0.2% | +$4.19K | 0.04% | 108 |
|
|
2022
Q3 | $1.38M | Sell |
9,615
-188
| -2% | -$28.7K | 0.1% | 107 |
|
|
2022
Q2 | $1.42M | Buy |
9,803
+105
| +1% | +$17.4K | 0.1% | 108 |
|
|
2022
Q1 | $1.58M | Buy |
9,698
+250
| +3% | +$35.9K | 0.1% | 110 |
|
|
2021
Q4 | $1.11M | Buy |
9,448
+403
| +4% | +$45.8K | 0.07% | 128 |
|
|
2021
Q3 | $918K | Buy |
9,045
+25
| +0.3% | +$2.49K | 0.07% | 134 |
|
|
2021
Q2 | $945K | Buy |
9,020
+18
| +0.2% | +$1.9K | 0.07% | 133 |
|
|
2021
Q1 | $943K | Buy |
9,002
+1,971
| +28% | +$192K | 0.08% | 121 |
|
|
2020
Q4 | $594K | Sell |
7,031
-520
| -7% | -$42.1K | 0.05% | 151 |
|
|
2020
Q3 | $544K | Buy |
7,551
+445
| +6% | +$37.4K | 0.06% | 145 |
|
|
2020
Q2 | $634K | Sell |
7,106
-136
| -2% | -$12.2K | 0.08% | 124 |
|
|
2020
Q1 | $525K | Sell |
7,242
-2,478
| -25% | -$245K | 0.07% | 126 |
|
|
2019
Q4 | $1.17M | Sell |
9,720
-22
| -0.2% | -$2.59K | 0.12% | 109 |
|
|
2019
Q3 | $1.16M | Sell |
9,742
-279
| -3% | -$33.9K | 0.12% | 110 |
|
|
2019
Q2 | $1.25M | Sell |
10,021
-212
| -2% | -$25.6K | 0.13% | 103 |
|
|
2019
Q1 | $1.26M | Sell |
10,233
-764
| -7% | -$90.4K | 0.14% | 103 |
|
|
2018
Q4 | $1.2M | Sell |
10,997
-566
| -5% | -$65.6K | 0.16% | 105 |
|
|
2018
Q3 | $1.41M | Sell |
11,563
-84
| -0.7% | -$10.2K | 0.16% | 102 |
|
|
2018
Q2 | $1.47M | Buy |
11,647
+4,213
| +57% | +$523K | 0.16% | 112 |
|
|
2018
Q1 | $848K | Sell |
7,434
-4,666
| -39% | -$558K | 0.11% | 118 |
|
|
2017
Q4 | $1.51M | Buy |
12,100
+2,057
| +20% | +$244K | 0.17% | 101 |
|
|
2017
Q3 | $1.18M | Sell |
10,043
-16,001
| -61% | -$1.75M | 0.13% | 108 |
|
|
2017
Q2 | $2.72M | Buy |
26,044
+416
| +2% | +$44.1K | 0.33% | 75 |
|
|
2017
Q1 | $2.75M | Buy |
+25,628
| New | +$2.87M | 0.36% | 72 |
|
Other funds holding CVX
VCM
VPM
RWA Wealth Partners's CVX Position: Q1 2026 in Review
RWA Wealth Partners reduced its Chevron (CVX) stake by 4.6% in Q1 2026, selling an estimated $469K and leaving 53,223 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #98.
RWA Wealth Partners first reported a position in CVX in Q1 2017 and has held it in 37 quarters since. The position peaked at $21.9M in Q1 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- RWA Wealth Partners held 53,223 shares of Chevron worth $11M as of Q1 2026.
- RWA Wealth Partners sold 2,570 Chevron shares in Q1 2026, an estimated $469K.
- Chevron made up 0.12% of RWA Wealth Partners's portfolio in Q1 2026, its #98 holding.
- RWA Wealth Partners first reported a position in Chevron in Q1 2017 and has held it in 37 quarters since.
- RWA Wealth Partners's Chevron position peaked at $21.9M in Q1 2025.
- 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.