Raymond James Financial
CVX icon

Raymond James Financial’s Chevron CVX Stock Holding History

Raymond James Financial’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 		$1.51B Buy
7,281,963
+394,637
+6% +$72M 0.47% 29
2025
Q4 		$1.05B Sell
6,887,326
-215,348
-3% -$32.8M 0.33% 46
2025
Q3 		$1.1B Buy
7,102,674
+766,896
+12% +$119M 0.35% 43
2025
Q2 		$907M Sell
6,335,778
-1,228,194
-16% -$173M 0.31% 53
2025
Q1 		$1.27B Buy
7,563,972
+409,167
+6% +$64.1M 0.48% 30
2024
Q4 		$1.04B Buy
+7,154,805
New +$1.1B 0.38% 38

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Raymond James Financial's CVX Position: Q1 2026 in Review

Raymond James Financial increased its Chevron (CVX) stake by 5.7% in Q1 2026, buying an estimated $72M and bringing the position to 7,281,963 shares worth $1.51B. The position accounts for 0.47% of the portfolio, ranked #29.

Raymond James Financial first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Raymond James Financial held 7,281,963 shares of Chevron worth $1.51B as of Q1 2026.
  • Raymond James Financial bought 394,637 Chevron shares in Q1 2026, an estimated $72M.
  • Chevron made up 0.47% of Raymond James Financial's portfolio in Q1 2026, its #29 holding.
  • Raymond James Financial first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.