Richardson Financial Services
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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
Q3 		$487K Buy
2,387
+184
+8% +$36.2K 0.28% 82
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Richardson Financial Services's CVX Position: Q3 2026 in Review

Richardson Financial Services increased its Chevron (CVX) stake by 8.4% in Q3 2026, buying an estimated $36.2K and bringing the position to 2,387 shares worth $487K. The position accounts for 0.28% of the portfolio, ranked #82.

Richardson Financial Services first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $576K in Q1 2026. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Richardson Financial Services held 2,387 shares of Chevron worth $487K as of Q3 2026.
  • Richardson Financial Services bought 184 Chevron shares in Q3 2026, an estimated $36.2K.
  • Chevron made up 0.28% of Richardson Financial Services's portfolio in Q3 2026, its #82 holding.
  • Richardson Financial Services first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Chevron position peaked at $576K in Q1 2026.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.