Werba Rubin Papier Wealth Management’s Chevron CVX Stock Holding History

Werba Rubin Papier 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	$816K	Sell	4,923 -179	-4%	-$33.3K	0.1%	113
2026 Q1	$1.06M	Buy	5,102 +388	+8%	+$70.8K	0.15%	77
2025 Q4	$718K	Buy	4,714 +794	+20%	+$121K	0.19%	80
2025 Q3	$609K	Buy	3,920 +205	+6%	+$31.7K	0.1%	109
2025 Q2	$532K	Sell	3,715 -753	-17%	-$106K	0.1%	108
2025 Q1	$747K	Buy	4,468 +178	+4%	+$27.9K	0.16%	80
2024 Q4	$621K	Buy	4,290 +149	+4%	+$22.8K	0.15%	86
2024 Q3	$610K	Buy	4,141 +88	+2%	+$13.1K	0.14%	91
2024 Q2	$634K	Buy	4,053 +1,855	+84%	+$296K	0.18%	75
2024 Q1	$347K	Buy	2,198 +33	+2%	+$4.98K	0.1%	98
2023 Q4	$323K	Sell	2,165 -174	-7%	-$26.3K	0.11%	79
2023 Q3	$394K	Buy	2,339 +2	+0.1%	+$323	0.14%	67
2023 Q2	$368K	Sell	2,337 -44	-2%	-$7.05K	0.13%	72
2023 Q1	$389K	Sell	2,381 -732	-24%	-$123K	0.15%	65
2022 Q4	$559K	Buy	+3,113	New	+$543K	0.23%	46

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management's CVX Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $33.3K and leaving 4,923 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #113.

Werba Rubin Papier Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Werba Rubin Papier Wealth Management held 4,923 shares of Chevron worth $816K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 179 Chevron shares in Q2 2026, an estimated $33.3K.
Chevron made up 0.1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #113 holding.
Werba Rubin Papier Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's Chevron position peaked at $1.06M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.