RWB
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RMR Wealth Builders’s Chevron CVX Stock Holding History

RMR Wealth Builders’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 		$5.21M Buy
31,456
+5,832
+23% +$1.09M 0.32% 49
2026
Q1 		$5.3M Buy
25,624
+1,116
+5% +$204K 0.42% 39
2025
Q4 		$3.74M Buy
24,508
+1,846
+8% +$281K 0.3% 49
2025
Q3 		$3.52M Buy
22,662
+1,064
+5% +$165K 0.29% 46
2025
Q2 		$3.09M Buy
21,598
+1,534
+8% +$216K 0.28% 47
2025
Q1 		$3.36M Buy
20,064
+1,969
+11% +$308K 0.35% 38
2024
Q4 		$2.62M Buy
18,095
+391
+2% +$59.8K 0.27% 51
2024
Q3 		$2.61M Buy
17,704
+344
+2% +$51.2K 0.28% 46
2024
Q2 		$2.72M Sell
17,360
-1,378
-7% -$220K 0.31% 41
2024
Q1 		$2.96M Buy
18,738
+3,367
+22% +$508K 0.36% 40
2023
Q4 		$2.29M Buy
15,371
+536
+4% +$81.1K 0.32% 41
2023
Q3 		$2.5M Buy
14,835
+3,584
+32% +$579K 0.4% 36
2023
Q2 		$1.77M Buy
11,251
+1,065
+10% +$171K 0.3% 40
2023
Q1 		$1.66M Buy
10,186
+748
+8% +$125K 0.32% 40
2022
Q4 		$1.69M Buy
9,438
+673
+8% +$117K 0.38% 35
2022
Q3 		$1.26M Buy
8,765
+111
+1% +$16.9K 0.31% 39
2022
Q2 		$1.25M Buy
8,654
+2,864
+49% +$473K 0.31% 44
2022
Q1 		$943K Buy
5,790
+629
+12% +$90.2K 0.2% 69
2021
Q4 		$606K Sell
5,161
-1,715
-25% -$195K 0.17% 61
2021
Q3 		$698K Buy
6,876
+312
+5% +$31.1K 0.2% 73
2021
Q2 		$687K Sell
6,564
-543
-8% -$57.3K 0.23% 72
2021
Q1 		$745K Buy
7,107
+1,816
+34% +$177K 0.19% 74
2020
Q4 		$447K Sell
5,291
-2,830
-35% -$229K 0.22% 82
2020
Q3 		$585K Buy
8,121
+2,657
+49% +$223K 0.15% 105
2020
Q2 		$487K Buy
+5,464
New +$489K 0.43% 53
2019
Q4 		$535K Buy
+4,443
New +$523K 0.52% 46

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RMR Wealth Builders's CVX Position: Q2 2026 in Review

RMR Wealth Builders increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $1.09M and bringing the position to 31,456 shares worth $5.21M. The position accounts for 0.32% of the portfolio, ranked #49.

RMR Wealth Builders first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.3M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • RMR Wealth Builders held 31,456 shares of Chevron worth $5.21M as of Q2 2026.
  • RMR Wealth Builders bought 5,832 Chevron shares in Q2 2026, an estimated $1.09M.
  • Chevron made up 0.32% of RMR Wealth Builders's portfolio in Q2 2026, its #49 holding.
  • RMR Wealth Builders first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Chevron position peaked at $5.3M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.