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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
Q2 		– Sell
-2,159
Closed -$447K – 163
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

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

Richmond Investment Services's CVX Position: Q2 2026 in Review

Richmond Investment Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,159 shares — an estimated $447K sold.

Richmond Investment Services first reported a position in CVX in Q2 2025 and held it in 4 quarters. The position peaked at $447K in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richmond Investment Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,159 Chevron shares in Q2 2026, an estimated $447K.
  • Richmond Investment Services first reported a position in Chevron in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Chevron position peaked at $447K in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.