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RFP Financial Group’s Chevron CVX Stock Holding History

RFP Financial Group’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 		$1.97M Buy
9,520
+5,043
+113% +$920K 1.07% 17
2025
Q4 		$682K Buy
4,477
+69
+2% +$10.5K 0.33% 34
2025
Q3 		$685K Buy
4,408
+32
+0.7% +$4.96K 0.28% 48
2025
Q2 		$627K Buy
4,376
+47
+1% +$6.63K 0.26% 55
2025
Q1 		$724K Buy
4,329
+15
+0.3% +$2.35K 0.29% 57
2024
Q4 		$625K Sell
4,314
-4,728
-52% -$724K 0.24% 57
2024
Q3 		$1.33M Buy
9,042
+2,571
+40% +$383K 0.43% 40
2024
Q2 		$1.01M Sell
6,471
-298
-4% -$47.5K 0.37% 45
2024
Q1 		$1.07M Sell
6,769
-199
-3% -$30K 0.42% 40
2023
Q4 		$1.04M Buy
6,968
+87
+1% +$13.2K 0.43% 38
2023
Q3 		$1.16M Sell
6,881
-1,332
-16% -$215K 0.51% 31
2023
Q2 		$1.29M Buy
8,213
+7,059
+612% +$1.13M 0.53% 34
2023
Q1 		$188K Sell
1,154
-6,676
-85% -$1.12M 0.22% 41
2022
Q4 		$1.41M Buy
+7,830
New +$1.37M 0.63% 30

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

RFP Financial Group's CVX Position: Q1 2026 in Review

RFP Financial Group increased its Chevron (CVX) stake by 113% in Q1 2026, buying an estimated $920K and bringing the position to 9,520 shares worth $1.97M. The position accounts for 1.07% of the portfolio, ranked #17.

RFP Financial Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • RFP Financial Group held 9,520 shares of Chevron worth $1.97M as of Q1 2026.
  • RFP Financial Group bought 5,043 Chevron shares in Q1 2026, an estimated $920K.
  • Chevron made up 1.07% of RFP Financial Group's portfolio in Q1 2026, its #17 holding.
  • RFP Financial Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.