RMR Wealth Builders
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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
Q3 		$6.8M Buy
33,284
+1,828
+6% +$360K 0.4% 40
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

RMR Wealth Builders's CVX Position: Q3 2026 in Review

RMR Wealth Builders increased its Chevron (CVX) stake by 5.8% in Q3 2026, buying an estimated $360K and bringing the position to 33,284 shares worth $6.8M. The position accounts for 0.4% of the portfolio, ranked #40.

RMR Wealth Builders first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. 3,475 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RMR Wealth Builders held 33,284 shares of Chevron worth $6.8M as of Q3 2026.
  • RMR Wealth Builders bought 1,828 Chevron shares in Q3 2026, an estimated $360K.
  • Chevron made up 0.4% of RMR Wealth Builders's portfolio in Q3 2026, its #40 holding.
  • RMR Wealth Builders first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.