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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
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

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

Badgley Phelps Wealth Managers's CVX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Chevron (CVX) stake by 0.36% in Q1 2026, selling an estimated $86.8K and leaving 130,520 shares worth $27M. The position accounts for 0.54% of the portfolio, ranked #50.

Badgley Phelps Wealth Managers first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $41.9M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Badgley Phelps Wealth Managers held 130,520 shares of Chevron worth $27M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 476 Chevron shares in Q1 2026, an estimated $86.8K.
  • Chevron made up 0.54% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #50 holding.
  • Badgley Phelps Wealth Managers first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Chevron position peaked at $41.9M in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.