BAM Wealth Management’s Chevron CVX Stock Holding History

BAM 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	$614K	Buy	+3,703	New	+$689K	0.38%	72

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

BAM Wealth Management's CVX Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Chevron (CVX) in Q2 2026: 3,703 shares worth $614K. The stake represents 0.38% of the portfolio and ranks #72 among its holdings.

2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BAM Wealth Management held 3,703 shares of Chevron worth $614K as of Q2 2026.
Chevron was a new BAM Wealth Management position in Q2 2026.
Chevron made up 0.38% of BAM Wealth Management's portfolio in Q2 2026, its #72 holding.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.