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
Q2 		$358K Sell
2,159
-45
-2% -$8.38K 0.2% 61
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Royal Capital Wealth Management's CVX Position: Q2 2026 in Review

Royal Capital Wealth Management reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $8.38K and leaving 2,159 shares worth $358K. The position accounts for 0.2% of the portfolio, ranked #61.

Royal Capital Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $456K in Q1 2026. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Royal Capital Wealth Management held 2,159 shares of Chevron worth $358K as of Q2 2026.
  • Royal Capital Wealth Management sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
  • Chevron made up 0.2% of Royal Capital Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Royal Capital Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Royal Capital Wealth Management's Chevron position peaked at $456K in Q1 2026.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.