Frank Rimerman Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.68M Sell
34,294
-1,317
-4% -$245K 0.32% 47
2026
Q1
$7.37M Buy
35,611
+1,837
+5% +$335K 0.48% 32
2025
Q4
$5.15M Buy
33,774
+2,043
+6% +$311K 0.33% 48
2025
Q3
$4.93M Buy
31,731
+5,222
+20% +$809K 0.32% 49
2025
Q2
$3.8M Buy
26,509
+5,040
+23% +$710K 0.26% 60
2025
Q1
$3.59M Sell
21,469
-1,286
-6% -$201K 0.28% 57
2024
Q4
$3.3M Buy
22,755
+10,723
+89% +$1.64M 0.24% 67
2024
Q3
$1.77M Sell
12,032
-14,094
-54% -$2.1M 0.13% 128
2024
Q2
$4.09M Buy
26,126
+25,928
+13,095% +$4.13M 0.29% 50
2024
Q1
$31.2K Hold
198
0.01% 138
2023
Q4
$29.5K Buy
+198
New +$29.9K 0.01% 134

Other funds holding CVX

Frank Rimerman Advisors's CVX Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Chevron (CVX) stake by 3.7% in Q2 2026, selling an estimated $245K and leaving 34,294 shares worth $5.68M. The position accounts for 0.32% of the portfolio, ranked #47.

Frank Rimerman Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.37M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Frank Rimerman Advisors held 34,294 shares of Chevron worth $5.68M as of Q2 2026.
  • Frank Rimerman Advisors sold 1,317 Chevron shares in Q2 2026, an estimated $245K.
  • Chevron made up 0.32% of Frank Rimerman Advisors's portfolio in Q2 2026, its #47 holding.
  • Frank Rimerman Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's Chevron position peaked at $7.37M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.