RKL Wealth Management’s Chevron CVX Stock Holding History

RKL Wealth Management’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	$6.19M	Sell	29,929 -459	-2%	-$83.7K	0.56%	29
2025 Q4	$4.63M	Buy	30,388 +2,428	+9%	+$370K	0.38%	35
2025 Q3	$4.34M	Sell	27,960 -1,463	-5%	-$227K	0.37%	38
2025 Q2	$4.21M	Buy	29,423 +159	+0.5%	+$22.4K	0.37%	36
2025 Q1	$4.9M	Sell	29,264 -5,201	-15%	-$814K	0.46%	34
2024 Q4	$4.99M	Buy	34,465 +10,293	+43%	+$1.58M	0.44%	35
2024 Q3	$3.56M	Buy	24,172 +534	+2%	+$79.5K	0.32%	45
2024 Q2	$3.7M	Buy	23,638 +321	+1%	+$51.2K	0.36%	40
2024 Q1	$3.68M	Sell	23,317 -189	-0.8%	-$28.5K	0.36%	41
2023 Q4	$3.51M	Buy	23,506 +343	+1%	+$51.9K	0.38%	42
2023 Q3	$3.91M	Buy	23,163 +483	+2%	+$78K	0.48%	35
2023 Q2	$3.57M	Sell	22,680 -162	-0.7%	-$26K	0.42%	39
2023 Q1	$3.73M	Sell	22,842 -703	-3%	-$118K	0.47%	36
2022 Q4	$4.23M	Sell	23,545 -437	-2%	-$76.3K	0.57%	33
2022 Q3	$3.44M	Sell	23,982 -21	-0.1%	-$3.2K	0.5%	36
2022 Q2	$3.48M	Buy	24,003 +78	+0.3%	+$12.9K	0.48%	37
2022 Q1	$3.9M	Buy	23,925 +1,137	+5%	+$163K	0.47%	39
2021 Q4	$2.67M	Buy	22,788 +285	+1%	+$32.4K	0.32%	44
2021 Q3	$2.28M	Sell	22,503 -696	-3%	-$69.4K	0.29%	50
2021 Q2	$2.43M	Sell	23,199 -749	-3%	-$79.1K	0.31%	48
2021 Q1	$2.51M	Sell	23,948 -3,386	-12%	-$331K	0.34%	43
2020 Q4	$2.31M	Sell	27,334 -2,489	-8%	-$202K	0.32%	45
2020 Q3	$2.15M	Sell	29,823 -1,941	-6%	-$163K	0.34%	44
2020 Q2	$2.83M	Buy	31,764 +354	+1%	+$31.7K	0.49%	38
2020 Q1	$2.28M	Sell	31,410 -4,278	-12%	-$423K	0.48%	39
2019 Q4	$4.3M	Sell	35,688 -380	-1%	-$44.8K	0.77%	33
2019 Q3	$4.29M	Buy	36,068 +51	+0.1%	+$6.19K	0.82%	33
2019 Q2	$4.48M	Sell	36,017 -794	-2%	-$96K	0.83%	33
2019 Q1	$4.54M	Sell	36,811 -183	-0.5%	-$21.7K	0.89%	31
2018 Q4	$4.03M	Sell	36,994 -851	-2%	-$98.6K	0.93%	30
2018 Q3	$4.62M	Sell	37,845 -1,323	-3%	-$161K	0.98%	27
2018 Q2	$4.96M	Sell	39,168 -1,528	-4%	-$190K	1.12%	23
2018 Q1	$4.64M	Sell	40,696 -2,419	-6%	-$289K	1.1%	24
2017 Q4	$5.41M	Sell	43,115 -4,199	-9%	-$498K	1.34%	21
2017 Q3	$5.58M	Sell	47,314 -2,547	-5%	-$278K	1.57%	20
2017 Q2	$5.2M	Sell	49,861 -3,219	-6%	-$341K	1.65%	19
2017 Q1	$5.7M	Sell	53,080 -3,455	-6%	-$388K	2.29%	16
2016 Q4	$6.65M	Sell	56,535 -2,576	-4%	-$281K	3.21%	6
2016 Q3	$6.08M	Buy	59,111 +3,411	+6%	+$348K	3.07%	12
2016 Q2	$5.82M	Buy	55,700 +3,629	+7%	+$365K	3.02%	14
2016 Q1	$4.97M	Buy	52,071 +10,225	+24%	+$894K	2.85%	21
2015 Q4	$3.77K	Buy	41,846 +4,647	+12%	+$419K	1.75%	23
2015 Q3	$2.93M	Sell	37,199 -10,249	-22%	-$863K	1.85%	25
2015 Q2	$4.58M	Buy	47,448 +2,744	+6%	+$288K	2.74%	18
2015 Q1	$4.69M	Buy	44,704 +3,859	+9%	+$412K	2.84%	17
2014 Q4	$4.58M	Sell	40,845 -610	-1%	-$69.3K	2.99%	15
2014 Q3	$4.95M	Sell	41,455 -409	-1%	-$52.2K	3.45%	7
2014 Q2	$5.46M	Buy	41,864 +169	+0.4%	+$21K	4%	7
2014 Q1	$4.96M	Buy	+41,695	New	+$4.85M	3.75%	8

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RKL Wealth Management's CVX Position: Q1 2026 in Review

RKL Wealth Management reduced its Chevron (CVX) stake by 1.5% in Q1 2026, selling an estimated $83.7K and leaving 29,929 shares worth $6.19M. The position accounts for 0.56% of the portfolio, ranked #29.

RKL Wealth Management first reported a position in CVX in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.65M in Q4 2016. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

RKL Wealth Management held 29,929 shares of Chevron worth $6.19M as of Q1 2026.
RKL Wealth Management sold 459 Chevron shares in Q1 2026, an estimated $83.7K.
Chevron made up 0.56% of RKL Wealth Management's portfolio in Q1 2026, its #29 holding.
RKL Wealth Management first reported a position in Chevron in Q1 2014 and has held it in 49 quarters since.
RKL Wealth Management's Chevron position peaked at $6.65M in Q4 2016.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.