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Royal Fund Management’s Chevron CVX Stock Holding History

Royal Fund 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 		$4.31M Buy
26,000
+655
+3% +$122K 0.36% 93
2026
Q1 		$5.24M Buy
25,345
+2,782
+12% +$507K 0.5% 75
2025
Q4 		$3.44M Buy
22,563
+3,647
+19% +$555K 0.31% 99
2025
Q3 		$2.94M Sell
18,916
-3,848
-17% -$596K 0.35% 95
2025
Q2 		$3.26M Buy
22,764
+2,255
+11% +$318K 0.32% 107
2025
Q1 		$3.43M Buy
20,509
+563
+3% +$88.1K 0.38% 90
2024
Q4 		$2.89M Buy
19,946
+15,878
+390% +$2.43M 0.27% 112
2024
Q3 		$600K Sell
4,068
-422
-9% -$62.8K 0.04% 240
2024
Q2 		$703K Sell
4,490
-1,732
-28% -$276K 0.06% 220
2024
Q1 		$981K Sell
6,222
-151
-2% -$22.8K 0.1% 199
2023
Q4 		$950K Buy
6,373
+562
+10% +$85K 0.11% 188
2023
Q3 		$980K Buy
5,811
+412
+8% +$66.5K 0.13% 170
2023
Q2 		$850K Sell
5,399
-6
-0.1% -$962 0.11% 175
2023
Q1 		$882K Buy
5,405
+4
+0.1% +$671 0.13% 162
2022
Q4 		$969K Buy
5,401
+1,041
+24% +$182K 0.15% 124
2022
Q3 		$626K Sell
4,360
-1,048
-19% -$160K 0.11% 135
2022
Q2 		$783K Sell
5,408
-484
-8% -$80K 0.13% 121
2022
Q1 		$959K Sell
5,892
-105
-2% -$15.1K 0.14% 114
2021
Q4 		$703K Sell
5,997
-52
-0.9% -$5.91K 0.1% 128
2021
Q3 		$613K Sell
6,049
-540
-8% -$53.9K 0.09% 132
2021
Q2 		$690K Buy
6,589
+376
+6% +$39.7K 0.11% 124
2021
Q1 		$651K Buy
6,213
+333
+6% +$32.5K 0.12% 129
2020
Q4 		$496K Sell
5,880
-435
-7% -$35.2K 0.11% 124
2020
Q3 		$454K Sell
6,315
-27,365
-81% -$2.3M 0.12% 116
2020
Q2 		$3M Buy
33,680
+4,390
+15% +$393K 1.06% 43
2020
Q1 		$2.12M Buy
29,290
+20,218
+223% +$2M 0.86% 43
2019
Q4 		$1.09M Sell
9,072
-1,058
-10% -$125K 0.28% 67
2019
Q3 		$1.2M Sell
10,130
-611
-6% -$74.2K 0.33% 61
2019
Q2 		$1.34M Buy
10,741
+432
+4% +$52.2K 0.4% 59
2019
Q1 		$1.27M Buy
10,309
+3,725
+57% +$441K 0.4% 58
2018
Q4 		$716K Buy
6,584
+426
+7% +$49.3K 0.29% 62
2018
Q3 		$753K Sell
6,158
-146
-2% -$17.7K 0.23% 71
2018
Q2 		$797K Sell
6,304
-224
-3% -$27.8K 0.26% 63
2018
Q1 		$744K Sell
6,528
-136
-2% -$16.3K 0.27% 66
2017
Q4 		$834K Buy
6,664
+2,700
+68% +$320K 0.3% 57
2017
Q3 		$465K Sell
3,964
-63
-2% -$6.88K 0.19% 62
2017
Q2 		$420K Buy
4,027
+420
+12% +$44.5K 0.18% 61
2017
Q1 		$387K Buy
3,607
+270
+8% +$30.3K 0.19% 58
2016
Q4 		$392K Buy
+3,337
New +$363K 0.22% 48

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Royal Fund Management's CVX Position: Q2 2026 in Review

Royal Fund Management increased its Chevron (CVX) stake by 2.6% in Q2 2026, buying an estimated $122K and bringing the position to 26,000 shares worth $4.31M. The position accounts for 0.36% of the portfolio, ranked #93.

Royal Fund Management first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.24M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Royal Fund Management held 26,000 shares of Chevron worth $4.31M as of Q2 2026.
  • Royal Fund Management bought 655 Chevron shares in Q2 2026, an estimated $122K.
  • Chevron made up 0.36% of Royal Fund Management's portfolio in Q2 2026, its #93 holding.
  • Royal Fund Management first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Chevron position peaked at $5.24M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.