SRWM
CVX icon

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
Q3 		$466K Sell
2,281
-256
-10% -$50.4K 0.16% 51
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Shira Ridge Wealth Management's CVX Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Chevron (CVX) stake by 10% in Q3 2026, selling an estimated $50.4K and leaving 2,281 shares worth $466K. The position accounts for 0.16% of the portfolio, ranked #51.

Shira Ridge Wealth Management first reported a position in CVX in Q2 2024 and has held it in 10 quarters since. The position peaked at $525K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Shira Ridge Wealth Management held 2,281 shares of Chevron worth $466K as of Q3 2026.
  • Shira Ridge Wealth Management sold 256 Chevron shares in Q3 2026, an estimated $50.4K.
  • Chevron made up 0.16% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Shira Ridge Wealth Management first reported a position in Chevron in Q2 2024 and has held it in 10 quarters since.
  • Shira Ridge Wealth Management's Chevron position peaked at $525K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.