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Richmond Investment Services’s Chevron CVX Stock Holding History

Richmond Investment 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 		$447K Sell
2,159
-17
-0.8% -$3.1K 0.07% 165
2025
Q4 		$332K Sell
2,176
-94
-4% -$14.3K 0.06% 174
2025
Q3 		$352K Buy
2,270
+414
+22% +$64.1K 0.07% 167
2025
Q2 		$266K Buy
+1,856
New +$262K 0.06% 175

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

Richmond Investment Services's CVX Position: Q1 2026 in Review

Richmond Investment Services reduced its Chevron (CVX) stake by 0.78% in Q1 2026, selling an estimated $3.1K and leaving 2,159 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #165.

Richmond Investment Services first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Richmond Investment Services held 2,159 shares of Chevron worth $447K as of Q1 2026.
  • Richmond Investment Services sold 17 Chevron shares in Q1 2026, an estimated $3.1K.
  • Chevron made up 0.07% of Richmond Investment Services's portfolio in Q1 2026, its #165 holding.
  • Richmond Investment Services first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.