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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
Q2 		$365K Sell
2,203
-582
-21% -$108K 0.21% 106
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

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

Richardson Financial Services's CVX Position: Q2 2026 in Review

Richardson Financial Services reduced its Chevron (CVX) stake by 21% in Q2 2026, selling an estimated $108K and leaving 2,203 shares worth $365K. The position accounts for 0.21% of the portfolio, ranked #106.

Richardson Financial Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $576K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richardson Financial Services held 2,203 shares of Chevron worth $365K as of Q2 2026.
  • Richardson Financial Services sold 582 Chevron shares in Q2 2026, an estimated $108K.
  • Chevron made up 0.21% of Richardson Financial Services's portfolio in Q2 2026, its #106 holding.
  • Richardson Financial Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Chevron position peaked at $576K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.