BAM Wealth Management
CVX icon

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
Q3 		$782K Buy
3,830
+127
+3% +$25K 0.42% 60
2026
Q2 		$614K Buy
+3,703
New +$689K 0.38% 72

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BAM Wealth Management's CVX Position: Q3 2026 in Review

BAM Wealth Management increased its Chevron (CVX) stake by 3.4% in Q3 2026, buying an estimated $25K and bringing the position to 3,830 shares worth $782K. The position accounts for 0.42% of the portfolio, ranked #60.

BAM Wealth Management first reported a position in CVX in Q2 2026 and has held it in 2 quarters since. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • BAM Wealth Management held 3,830 shares of Chevron worth $782K as of Q3 2026.
  • BAM Wealth Management bought 127 Chevron shares in Q3 2026, an estimated $25K.
  • Chevron made up 0.42% of BAM Wealth Management's portfolio in Q3 2026, its #60 holding.
  • BAM Wealth Management first reported a position in Chevron in Q2 2026 and has held it in 2 quarters since.
  • 3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.