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RAFFA WEALTH MANAGEMENT, LLC’s Chevron CVX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$70.3K Buy
424
+33
+8% +$6.14K 0.01% 153
2026
Q1 		$80.9K Buy
391
+12
+3% +$2.19K 0.01% 129
2025
Q4 		$57.8K Buy
379
+61
+19% +$9.29K 0.01% 153
2025
Q3 		$49.5K Buy
318
+44
+16% +$6.81K 0.01% 161
2025
Q2 		$39.2K Sell
274
-765
-74% -$108K 0.01% 193
2025
Q1 		$174K Buy
1,039
+3
+0.3% +$470 0.04% 86
2024
Q4 		$150K Buy
1,036
+42
+4% +$6.43K 0.03% 92
2024
Q3 		$146K Sell
994
-36
-3% -$5.36K 0.04% 88
2024
Q2 		$161K Buy
1,030
+201
+24% +$32.1K 0.05% 97
2024
Q1 		$131K Buy
+829
New +$125K 0.04% 113
2023
Q3 		$188K Buy
+1,114
New +$180K 0.06% 67
2022
Q4 		$96.7K Buy
539
+2
+0.4% +$349 0.04% 88
2022
Q3 		$77.2K Buy
+537
New +$81.9K 0.03% 106
2021
Q4 		$62.4K Buy
531
+2
+0.4% +$227 0.02% 128
2021
Q3 		$53.7K Buy
529
+3
+0.6% +$299 0.02% 125
2021
Q2 		$55.1K Buy
+526
New +$55.5K 0.02% 127
2020
Q4 		$101K Buy
+1,191
New +$96.4K 0.04% 90
2020
Q2 		$110K Buy
1,237
+3
+0.2% +$269 0.04% 80
2020
Q1 		$89.4K Buy
+1,234
New +$122K 0.03% 82
2019
Q3 		$256K Buy
+2,156
New +$262K 0.09% 61
2018
Q1 		$393K Hold
3,450
– – 0.14% 51
2017
Q4 		$432K Buy
+3,450
New +$409K 0.17% 47
2017
Q1 		$374K Buy
+3,482
New +$391K 0.18% 35
2016
Q3 		$362K Buy
+3,520
New +$359K 0.2% 33
2016
Q1 		$416K Hold
4,361
– – 0.24% 27
2015
Q4 		$392K Buy
+4,361
New +$393K 0.23% 26
2015
Q2 		$401K Buy
4,161
+50
+1% +$5.25K 0.24% 25
2015
Q1 		$432K Buy
4,111
+23
+0.6% +$2.45K 0.25% 21
2014
Q4 		$459K Buy
4,088
+180
+5% +$20.4K 0.28% 22
2014
Q3 		$466K Buy
3,908
+158
+4% +$20.2K 0.35% 19
2014
Q2 		$490K Buy
3,750
+50
+1% +$6.22K 0.37% 17
2014
Q1 		$440K Sell
3,700
-388
-9% -$45.1K 0.36% 23
2013
Q4 		$459K Buy
+4,088
New +$494K 0.28% 22

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CVX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $6.14K and bringing the position to 424 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #153.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CVX in Q4 2013 and has held it in 33 quarters since. The position peaked at $490K in Q2 2014. 1,526 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 424 shares of Chevron worth $70.3K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 33 Chevron shares in Q2 2026, an estimated $6.14K.
  • Chevron made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #153 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Chevron in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Chevron position peaked at $490K in Q2 2014.
  • 1,526 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.