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Richards, Merrill & Peterson’s Chevron CVX Stock Holding History

Richards, Merrill & Peterson’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 		$5.01M Sell
30,249
-63
-0.2% -$11.7K 1.59% 15
2026
Q1 		$6.27M Sell
30,312
-4,448
-13% -$811K 2.3% 8
2025
Q4 		$5.3M Buy
34,760
+6,868
+25% +$1.05M 2.03% 9
2025
Q3 		$4.33M Buy
27,892
+819
+3% +$127K 1.87% 11
2025
Q2 		$3.88M Buy
27,073
+3,066
+13% +$432K 1.84% 11
2025
Q1 		$4.02M Buy
24,007
+466
+2% +$73K 2.09% 8
2024
Q4 		$3.41M Buy
+23,541
New +$3.6M 1.78% 11

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Richards, Merrill & Peterson's CVX Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Chevron (CVX) stake by 0.21% in Q2 2026, selling an estimated $11.7K and leaving 30,249 shares worth $5.01M. The position accounts for 1.59% of the portfolio, ranked #15.

Richards, Merrill & Peterson first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richards, Merrill & Peterson held 30,249 shares of Chevron worth $5.01M as of Q2 2026.
  • Richards, Merrill & Peterson sold 63 Chevron shares in Q2 2026, an estimated $11.7K.
  • Chevron made up 1.59% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #15 holding.
  • Richards, Merrill & Peterson first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Chevron position peaked at $6.27M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.