Richard Bernstein Advisors’s Chevron CVX Stock Holding History

Richard Bernstein 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	$3.36M	Hold	16,231	–	–	0.1%	35
2025 Q4	$2.47M	Sell	16,231 -1,792	-10%	-$273K	0.07%	50
2025 Q3	$2.8M	Sell	18,023 -8,949	-33%	-$1.39M	0.08%	54
2025 Q2	$3.86M	Hold	26,972	–	–	0.1%	99
2025 Q1	$4.51M	Sell	26,972 -1,532	-5%	-$240K	0.11%	74
2024 Q4	$4.13M	Sell	28,504 -24,712	-46%	-$3.78M	0.09%	102
2024 Q3	$7.84M	Hold	53,216	–	–	0.17%	42
2024 Q2	$8.32M	Hold	53,216	–	–	0.18%	45
2024 Q1	$8.39M	Hold	53,216	–	–	0.18%	45
2023 Q4	$7.94M	Buy	53,216 +42	+0.1%	+$6.35K	0.18%	45
2023 Q3	$8.97M	Buy	53,174 +34,398	+183%	+$5.56M	0.2%	44
2023 Q2	$2.95M	Sell	18,776 -48,748	-72%	-$7.82M	0.06%	110
2023 Q1	$11M	Hold	67,524	–	–	0.23%	35
2022 Q4	$12.1M	Sell	67,524 -12,430	-16%	-$2.17M	0.27%	36
2022 Q3	$11.5M	Hold	79,954	–	–	0.29%	38
2022 Q2	$11.6M	Hold	79,954	–	–	0.25%	42
2022 Q1	$13M	Hold	79,954	–	–	0.26%	46
2021 Q4	$9.38M	Hold	79,954	–	–	0.18%	57
2021 Q3	$8.11M	Buy	79,954 +4,495	+6%	+$448K	0.16%	53
2021 Q2	$7.9M	Hold	75,459	–	–	0.16%	54
2021 Q1	$7.91M	Buy	75,459 +3,203	+4%	+$313K	0.18%	48
2020 Q4	$6.1M	Hold	72,256	–	–	0.15%	60
2020 Q3	$5.2M	Hold	72,256	–	–	0.15%	63
2020 Q2	$6.45M	Buy	+72,256	New	+$6.47M	0.2%	43
2020 Q1	–	Sell	-25,690	Closed	-$3.1M	–	206
2019 Q4	$3.1M	Hold	25,690	–	–	0.1%	150
2019 Q3	$3.05M	Hold	25,690	–	–	0.1%	157
2019 Q2	$3.2M	Hold	25,690	–	–	0.11%	143
2019 Q1	$3.16M	Sell	25,690 -73,436	-74%	-$8.69M	0.1%	171
2018 Q4	$10.8M	Hold	99,126	–	–	0.4%	38
2018 Q3	$12.1M	Hold	99,126	–	–	0.35%	41
2018 Q2	$12.5M	Buy	99,126 +4,022	+4%	+$499K	0.4%	37
2018 Q1	$10.8M	Hold	95,104	–	–	0.38%	39
2017 Q4	$11.9M	Buy	95,104 +8,659	+10%	+$1.03M	0.52%	33
2017 Q3	$10.2M	Hold	86,445	–	–	0.7%	32
2017 Q2	$9.02M	Hold	86,445	–	–	0.69%	32
2017 Q1	$9.28M	Hold	86,445	–	–	0.72%	30
2016 Q4	$10.2M	Hold	86,445	–	–	0.85%	23
2016 Q3	$8.9M	Hold	86,445	–	–	0.85%	19
2016 Q2	$9.06M	Hold	86,445	–	–	0.86%	16
2016 Q1	$8.25M	Buy	+86,445	New	+$7.56M	0.82%	21
2015 Q1	–	Sell	-84,422	Closed	-$9.47M	–	268
2014 Q4	$9.47M	Hold	84,422	–	–	0.98%	11
2014 Q3	$10.1M	Hold	84,422	–	–	1.06%	10
2014 Q2	$11M	Hold	84,422	–	–	1.3%	7
2014 Q1	$10M	Buy	84,422 +28,663	+51%	+$3.33M	1.43%	8
2013 Q4	$6.96M	Buy	+55,759	New	+$6.74M	1.41%	7

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 $336B AUM 34.66% 1-Year Est. Return

Richard Bernstein Advisors's CVX Position: Q1 2026 in Review

Richard Bernstein Advisors held its Chevron (CVX) position steady in Q1 2026 at 16,231 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #35.

Richard Bernstein Advisors first reported a position in CVX in Q4 2013 and has held it in 45 quarters since. The position peaked at $13M in Q1 2022. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Richard Bernstein Advisors held 16,231 shares of Chevron worth $3.36M as of Q1 2026.
Richard Bernstein Advisors left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.1% of Richard Bernstein Advisors's portfolio in Q1 2026, its #35 holding.
Richard Bernstein Advisors first reported a position in Chevron in Q4 2013 and has held it in 45 quarters since.
Richard Bernstein Advisors's Chevron position peaked at $13M in Q1 2022.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.