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Shira Ridge Wealth Management’s Chevron CVX Stock Holding History

Shira Ridge 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
2026
Q2 		$421K Hold
2,537
– – 0.15% 55
2026
Q1 		$525K Sell
2,537
-202
-7% -$36.8K 0.21% 48
2025
Q4 		$417K Buy
2,739
+507
+23% +$77.2K 0.17% 54
2025
Q3 		$347K Buy
2,232
+82
+4% +$12.7K 0.15% 64
2025
Q2 		$308K Buy
2,150
+789
+58% +$111K 0.14% 63
2025
Q1 		$228K Sell
1,361
-254
-16% -$39.8K 0.11% 69
2024
Q4 		$234K Sell
1,615
-39
-2% -$5.97K 0.11% 69
2024
Q3 		$244K Sell
1,654
-424
-20% -$63.1K 0.12% 69
2024
Q2 		$325K Buy
+2,078
New +$331K 0.18% 62

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Shira Ridge Wealth Management's CVX Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 2,537 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #55.

Shira Ridge Wealth Management first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $525K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Shira Ridge Wealth Management held 2,537 shares of Chevron worth $421K as of Q2 2026.
  • Shira Ridge Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.15% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Shira Ridge Wealth Management first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Shira Ridge Wealth Management's Chevron position peaked at $525K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.