RBC
CVX icon

Romano Brothers & Co’s Chevron CVX Stock Holding History

Romano Brothers & Co’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 		$2.23M Sell
13,481
-15
-0.1% -$2.79K 0.22% 110
2026
Q1 		$2.79M Sell
13,496
-170
-1% -$31K 0.32% 90
2025
Q4 		$2.08M Sell
13,666
-725
-5% -$110K 0.24% 105
2025
Q3 		$2.23M Sell
14,391
-615
-4% -$95.2K 0.26% 99
2025
Q2 		$2.15M Buy
15,006
+567
+4% +$79.9K 0.27% 101
2025
Q1 		$2.42M Buy
14,439
+400
+3% +$62.6K 0.31% 93
2024
Q4 		$2.03M Hold
14,039
– – 0.26% 106
2024
Q3 		$2.07M Buy
14,039
+985
+8% +$147K 0.26% 108
2024
Q2 		$2.04M Buy
13,054
+1,088
+9% +$173K 0.28% 102
2024
Q1 		$1.89M Buy
11,966
+983
+9% +$148K 0.26% 109
2023
Q4 		$1.64M Sell
10,983
-615
-5% -$93K 0.24% 114
2023
Q3 		$1.96M Buy
11,598
+365
+3% +$59K 0.3% 96
2023
Q2 		$1.77M Buy
11,233
+580
+5% +$93K 0.26% 108
2023
Q1 		$1.74M Buy
10,653
+180
+2% +$30.2K 0.27% 108
2022
Q4 		$1.88M Sell
10,473
-158
-1% -$27.6K 0.29% 102
2022
Q3 		$1.53M Buy
+10,631
New +$1.62M 0.25% 106

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

Romano Brothers & Co's CVX Position: Q2 2026 in Review

Romano Brothers & Co reduced its Chevron (CVX) stake by 0.11% in Q2 2026, selling an estimated $2.79K and leaving 13,481 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #110.

Romano Brothers & Co first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Romano Brothers & Co held 13,481 shares of Chevron worth $2.23M as of Q2 2026.
  • Romano Brothers & Co sold 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.22% of Romano Brothers & Co's portfolio in Q2 2026, its #110 holding.
  • Romano Brothers & Co first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's Chevron position peaked at $2.79M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.