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Richardson Financial Services’s Chevron CVX Stock Holding History

Richardson Financial Services’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 		$576K Buy
2,785
+341
+14% +$62.2K 0.36% 67
2025
Q4 		$366K Buy
2,444
+93
+4% +$14.2K 0.12% 110
2025
Q3 		$365K Buy
2,351
+151
+7% +$23.4K 0.23% 103
2025
Q2 		$320K Sell
2,200
-115
-5% -$16.2K 0.22% 116
2025
Q1 		$387K Buy
2,315
+7
+0.3% +$1.1K 0.29% 100
2024
Q4 		$330K Sell
2,308
-148
-6% -$22.7K 0.23% 109
2024
Q3 		$383K Buy
2,456
+75
+3% +$11.2K 0.24% 104
2024
Q2 		$372K Buy
2,381
+314
+15% +$50.1K 0.27% 100
2024
Q1 		$326K Buy
2,067
+95
+5% +$14.3K 0.23% 106
2023
Q4 		$294K Buy
+1,972
New +$298K 0.26% 100

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 $295B AUM 31.6% 1-Year Est. Return

Richardson Financial Services's CVX Position: Q1 2026 in Review

Richardson Financial Services increased its Chevron (CVX) stake by 14% in Q1 2026, buying an estimated $62.2K and bringing the position to 2,785 shares worth $576K. The position accounts for 0.36% of the portfolio, ranked #67.

Richardson Financial Services first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Richardson Financial Services held 2,785 shares of Chevron worth $576K as of Q1 2026.
  • Richardson Financial Services bought 341 Chevron shares in Q1 2026, an estimated $62.2K.
  • Chevron made up 0.36% of Richardson Financial Services's portfolio in Q1 2026, its #67 holding.
  • Richardson Financial Services first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.