Frank Rimerman Advisors’s Chevron CVX Stock Holding History

Frank Rimerman Advisors’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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Frank Rimerman Advisors's CVX Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Chevron (CVX) stake by 5.4% in Q1 2026, buying an estimated $335K and bringing the position to 35,611 shares worth $7.37M. The position accounts for 0.48% of the portfolio, ranked #32.

Frank Rimerman Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Frank Rimerman Advisors held 35,611 shares of Chevron worth $7.37M as of Q1 2026.
Frank Rimerman Advisors bought 1,837 Chevron shares in Q1 2026, an estimated $335K.
Chevron made up 0.48% of Frank Rimerman Advisors's portfolio in Q1 2026, its #32 holding.
Frank Rimerman Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.