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River Street Advisors’s Chevron CVX Stock Holding History

River Street 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 		$3M Buy
18,070
+3,769
+26% +$702K 0.88% 28
2026
Q1 		$2.96M Buy
14,301
+5,574
+64% +$1.02M 1% 27
2025
Q4 		$1.33M Sell
8,727
-363
-4% -$55.3K 0.5% 51
2025
Q3 		$1.41M Buy
9,090
+213
+2% +$33K 0.55% 44
2025
Q2 		$1.27M Buy
8,877
+346
+4% +$48.8K 0.55% 51
2025
Q1 		$1.43M Buy
8,531
+751
+10% +$118K 0.71% 38
2024
Q4 		$1.13M Buy
7,780
+123
+2% +$18.8K 0.58% 49
2024
Q3 		$1.13M Buy
7,657
+4,522
+144% +$673K 0.61% 49
2024
Q2 		$490K Buy
3,135
+416
+15% +$66.3K 0.3% 89
2024
Q1 		$429K Buy
2,719
+212
+8% +$32K 0.29% 90
2023
Q4 		$374K Buy
2,507
+47
+2% +$7.11K 0.3% 86
2023
Q3 		$415K Buy
2,460
+126
+5% +$20.4K 0.39% 75
2023
Q2 		$367K Sell
2,334
-12
-0.5% -$1.92K 0.35% 81
2023
Q1 		$383K Buy
2,346
+29
+1% +$4.86K 0.38% 81
2022
Q4 		$416K Buy
+2,317
New +$404K 0.45% 73

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

River Street Advisors's CVX Position: Q2 2026 in Review

River Street Advisors increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $702K and bringing the position to 18,070 shares worth $3M. The position accounts for 0.88% of the portfolio, ranked #28.

River Street Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • River Street Advisors held 18,070 shares of Chevron worth $3M as of Q2 2026.
  • River Street Advisors bought 3,769 Chevron shares in Q2 2026, an estimated $702K.
  • Chevron made up 0.88% of River Street Advisors's portfolio in Q2 2026, its #28 holding.
  • River Street Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.