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Richwood Investment Advisors’s Chevron CVX Stock Holding History

Richwood Investment Advisors’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 		$388K Buy
2,341
+391
+20% +$72.8K 0.27% 73
2026
Q1 		$404K Sell
1,950
-200
-9% -$36.5K 0.31% 68
2025
Q4 		$389K Sell
2,150
-376
-15% -$57.3K 0.28% 76
2025
Q3 		$392K Sell
2,526
-1
-0% -$155 0.31% 72
2025
Q2 		$362K Sell
2,527
-107
-4% -$15.1K 0.3% 75
2025
Q1 		$441K Sell
2,634
-193
-7% -$30.2K 0.37% 63
2024
Q4 		$410K Buy
2,827
+525
+23% +$80.4K 0.34% 72
2024
Q3 		$339K Sell
2,302
-58
-2% -$8.63K 0.28% 77
2024
Q2 		$369K Sell
2,360
-120
-5% -$19.1K 0.32% 72
2024
Q1 		$391K Hold
2,480
– – 0.35% 70
2023
Q4 		$370K Sell
2,480
-190
-7% -$28.7K 0.35% 71
2023
Q3 		$450K Sell
2,670
-44
-2% -$7.11K 0.46% 60
2023
Q2 		$427K Buy
2,714
+101
+4% +$16.2K 0.42% 66
2023
Q1 		$426K Sell
2,613
-121
-4% -$20.3K 0.43% 66
2022
Q4 		$491K Buy
2,734
+1
+0% +$175 0.49% 59
2022
Q3 		$393K Hold
2,733
– – 0.43% 66
2022
Q2 		$396K Hold
2,733
– – 0.4% 75
2022
Q1 		$445K Sell
2,733
-6
-0.2% -$860 0.4% 72
2021
Q4 		$322K Buy
+2,739
New +$311K 0.28% 81

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Richwood Investment Advisors's CVX Position: Q2 2026 in Review

Richwood Investment Advisors increased its Chevron (CVX) stake by 20% in Q2 2026, buying an estimated $72.8K and bringing the position to 2,341 shares worth $388K. The position accounts for 0.27% of the portfolio, ranked #73.

Richwood Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $491K in Q4 2022. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richwood Investment Advisors held 2,341 shares of Chevron worth $388K as of Q2 2026.
  • Richwood Investment Advisors bought 391 Chevron shares in Q2 2026, an estimated $72.8K.
  • Chevron made up 0.27% of Richwood Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Richwood Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Chevron position peaked at $491K in Q4 2022.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.