RCWM
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Royal Capital Wealth Management’s Chevron CVX Stock Holding History

Royal Capital 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 		$456K Sell
2,204
-218
-9% -$39.8K 0.28% 49
2025
Q4 		$369K Sell
2,422
-3
-0.1% -$457 0.22% 63
2025
Q3 		$377K Buy
2,425
+78
+3% +$12.1K 0.23% 59
2025
Q2 		$336K Buy
2,347
+14
+0.6% +$1.97K 0.22% 61
2025
Q1 		$390K Buy
2,333
+13
+0.6% +$2.04K 0.27% 54
2024
Q4 		$336K Sell
2,320
-17
-0.7% -$2.6K 0.24% 58
2024
Q3 		$344K Buy
2,337
+14
+0.6% +$2.08K 0.24% 61
2024
Q2 		$363K Buy
2,323
+12
+0.5% +$1.91K 0.27% 60
2024
Q1 		$365K Sell
2,311
-182
-7% -$27.5K 0.29% 61
2023
Q4 		$372K Buy
2,493
+12
+0.5% +$1.81K 0.32% 59
2023
Q3 		$418K Sell
2,481
-30
-1% -$4.85K 0.4% 47
2023
Q2 		$395K Sell
2,511
-185
-7% -$29.7K 0.37% 51
2023
Q1 		$440K Buy
2,696
+229
+9% +$38.4K 0.44% 46
2022
Q4 		$443K Buy
2,467
+7
+0.3% +$1.22K 0.47% 42
2022
Q3 		$353K Buy
2,460
+8
+0.3% +$1.22K 0.41% 56
2022
Q2 		$355K Buy
2,452
+8
+0.3% +$1.32K 0.39% 61
2022
Q1 		$398K Buy
2,444
+7
+0.3% +$1K 0.39% 62
2021
Q4 		$286K Buy
+2,437
New +$277K 0.28% 82

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Capital Wealth Management's CVX Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its Chevron (CVX) stake by 9% in Q1 2026, selling an estimated $39.8K and leaving 2,204 shares worth $456K. The position accounts for 0.28% of the portfolio, ranked #49.

Royal Capital Wealth Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Royal Capital Wealth Management held 2,204 shares of Chevron worth $456K as of Q1 2026.
  • Royal Capital Wealth Management sold 218 Chevron shares in Q1 2026, an estimated $39.8K.
  • Chevron made up 0.28% of Royal Capital Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Royal Capital Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.