Richard W. Paul & Associates’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7K Sell
131
-46
-26% -$8.56K 0.01% 206
2026
Q1
$36.6K Buy
177
+22
+14% +$4.01K 0.01% 183
2025
Q4
$23.6K Buy
155
+2
+1% +$305 0.01% 192
2025
Q3
$23.8K Hold
153
– – 0.01% 196
2025
Q2
$21.9K Buy
153
+3
+2% +$423 0.01% 214
2025
Q1
$25.1K Sell
150
-19
-11% -$2.97K 0.01% 207
2024
Q4
$24.5K Buy
169
+42
+33% +$6.43K 0.01% 239
2024
Q3
$18.7K Buy
127
+1
+0.8% +$149 0.01% 263
2024
Q2
$19.7K Buy
126
+5
+4% +$797 0.01% 252
2024
Q1
$19.1K Buy
121
+16
+15% +$2.41K 0.01% 266
2023
Q4
$15.7K Sell
105
-15
-13% -$2.27K 0.01% 273
2023
Q3
$20.2K Buy
120
+27
+29% +$4.36K 0.01% 246
2023
Q2
$14.6K Buy
93
+34
+58% +$5.45K 0.01% 289
2023
Q1
$9.63K Sell
59
-3
-5% -$503 ﹤0.01% 323
2022
Q4
$11.1K Buy
+62
New +$10.8K 0.01% 316

Other funds holding CVX

Richard W. Paul & Associates's CVX Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Chevron (CVX) stake by 26% in Q2 2026, selling an estimated $8.56K and leaving 131 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #206.

Richard W. Paul & Associates first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.6K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richard W. Paul & Associates held 131 shares of Chevron worth $21.7K as of Q2 2026.
  • Richard W. Paul & Associates sold 46 Chevron shares in Q2 2026, an estimated $8.56K.
  • Chevron made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #206 holding.
  • Richard W. Paul & Associates first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Chevron position peaked at $36.6K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.