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Richard C. Young & Co’s Chevron CVX Stock Holding History

Richard C. Young & Co’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
Q2 		$18.1M Buy
109,184
+2,259
+2% +$420K 1.33% 33
2026
Q1 		$22.1M Buy
106,925
+1,082
+1% +$197K 1.83% 20
2025
Q4 		$16.1M Buy
105,843
+2,555
+2% +$389K 1.45% 34
2025
Q3 		$16M Sell
103,288
-770
-0.7% -$119K 1.49% 32
2025
Q2 		$14.9M Buy
104,058
+1,625
+2% +$229K 1.47% 33
2025
Q1 		$17.1M Buy
102,433
+523
+0.5% +$81.9K 1.84% 18
2024
Q4 		$14.8M Buy
101,910
+826
+0.8% +$126K 1.61% 28
2024
Q3 		$14.9M Buy
101,084
+2,699
+3% +$402K 1.63% 29
2024
Q2 		$15.4M Buy
98,385
+2,657
+3% +$424K 1.87% 19
2024
Q1 		$15.1M Buy
95,728
+1,037
+1% +$156K 1.9% 19
2023
Q4 		$14.1M Buy
94,691
+2,919
+3% +$441K 1.89% 17
2023
Q3 		$15.5M Buy
91,772
+644
+0.7% +$104K 2.2% 12
2023
Q2 		$14.3M Buy
91,128
+2,118
+2% +$340K 1.97% 20
2023
Q1 		$14.5M Sell
89,010
-454
-0.5% -$76.1K 2% 17
2022
Q4 		$16.1M Buy
89,464
+157
+0.2% +$27.4K 2.14% 15
2022
Q3 		$12.8M Buy
89,307
+406
+0.5% +$61.9K 1.96% 18
2022
Q2 		$12.9M Buy
88,901
+934
+1% +$154K 1.67% 23
2022
Q1 		$14.3M Buy
87,967
+678
+0.8% +$97.2K 1.83% 19
2021
Q4 		$10.2M Buy
87,289
+3,153
+4% +$358K 1.29% 34
2021
Q3 		$8.54M Buy
84,136
+1,900
+2% +$190K 1.17% 42
2021
Q2 		$8.61M Buy
82,236
+5,179
+7% +$547K 1.09% 44
2021
Q1 		$8.07M Buy
77,057
+7,347
+11% +$717K 1.07% 44
2020
Q4 		$5.89M Buy
69,710
+6,071
+10% +$492K 0.9% 48
2020
Q3 		$4.58M Buy
63,639
+14,722
+30% +$1.24M 0.74% 52
2020
Q2 		$4.37M Buy
48,917
+3,818
+8% +$342K 0.73% 51
2020
Q1 		$3.27M Buy
+45,099
New +$4.46M 0.63% 51

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Richard C. Young & Co's CVX Position: Q2 2026 in Review

Richard C. Young & Co increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $420K and bringing the position to 109,184 shares worth $18.1M. The position accounts for 1.33% of the portfolio, ranked #33.

Richard C. Young & Co first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $22.1M in Q1 2026. 1,702 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richard C. Young & Co held 109,184 shares of Chevron worth $18.1M as of Q2 2026.
  • Richard C. Young & Co bought 2,259 Chevron shares in Q2 2026, an estimated $420K.
  • Chevron made up 1.33% of Richard C. Young & Co's portfolio in Q2 2026, its #33 holding.
  • Richard C. Young & Co first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Richard C. Young & Co's Chevron position peaked at $22.1M in Q1 2026.
  • 1,702 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.