Badgley Phelps Wealth Managers’s Chevron CVX Stock Holding History

Badgley Phelps Wealth Managers’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	$21.4M	Sell	129,241 -1,279	-1%	-$238K	0.38%	66
2026 Q1	$27M	Sell	130,520 -476	-0.4%	-$86.8K	0.54%	50
2025 Q4	$20M	Buy	130,996 +4,124	+3%	+$628K	0.37%	68
2025 Q3	$19.7M	Sell	126,872 -3,630	-3%	-$562K	0.41%	64
2025 Q2	$18.7M	Sell	130,502 -1,022	-0.8%	-$144K	0.41%	65
2025 Q1	$22M	Sell	131,524 -5,271	-4%	-$825K	0.53%	51
2024 Q4	$19.8M	Sell	136,795 -1,612	-1%	-$247K	0.46%	62
2024 Q3	$20.4M	Sell	138,407 -50,997	-27%	-$7.59M	0.47%	64
2024 Q2	$29.6M	Buy	189,404 +425	+0.2%	+$67.8K	0.73%	36
2024 Q1	$29.8M	Sell	188,979 -6,758	-3%	-$1.02M	0.75%	37
2023 Q4	$29.2M	Sell	195,737 -52,992	-21%	-$8.01M	0.8%	37
2023 Q3	$41.9M	Buy	248,729 +7,285	+3%	+$1.18M	1.43%	16
2023 Q2	$38M	Buy	241,444 +11,779	+5%	+$1.89M	1.26%	19
2023 Q1	$37.5M	Buy	229,665 +3,333	+1%	+$559K	1.38%	16
2022 Q4	$40.6M	Buy	226,332 +3,756	+2%	+$655K	1.63%	11
2022 Q3	$32M	Buy	222,576 +5,319	+2%	+$811K	1.37%	16
2022 Q2	$31.5M	Buy	217,257 +1,184	+0.5%	+$196K	1.29%	19
2022 Q1	$35.2M	Buy	216,073 +2,391	+1%	+$343K	1.22%	23
2021 Q4	$25.1M	Buy	213,682 +7,366	+4%	+$837K	0.81%	41
2021 Q3	$20.9M	Buy	+206,316	New	+$20.6M	0.76%	43

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Badgley Phelps Wealth Managers's CVX Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Chevron (CVX) stake by 0.98% in Q2 2026, selling an estimated $238K and leaving 129,241 shares worth $21.4M. The position accounts for 0.38% of the portfolio, ranked #66.

Badgley Phelps Wealth Managers first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $41.9M in Q3 2023. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Badgley Phelps Wealth Managers held 129,241 shares of Chevron worth $21.4M as of Q2 2026.
Badgley Phelps Wealth Managers sold 1,279 Chevron shares in Q2 2026, an estimated $238K.
Chevron made up 0.38% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #66 holding.
Badgley Phelps Wealth Managers first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's Chevron position peaked at $41.9M in Q3 2023.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.