BFS
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Bard Financial Services’s Chevron CVX Stock Holding History

Bard Financial Services’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
2025
Q3 		$10.5M Buy
67,450
+4,275
+7% +$662K 1.15% 22
2025
Q2 		$9.05M Buy
63,175
+140
+0.2% +$19.7K 1.08% 26
2025
Q1 		$10.5M Buy
63,035
+300
+0.5% +$47K 1.29% 17
2024
Q4 		$9.09M Buy
62,735
+200
+0.3% +$30.6K 1.09% 24
2024
Q3 		$9.21M Sell
62,535
-10,235
-14% -$1.52M 1.09% 25
2024
Q2 		$11.4M Buy
72,770
+2,700
+4% +$431K 1.18% 24
2024
Q1 		$11.1M Buy
70,070
+1,200
+2% +$181K 1.17% 25
2023
Q4 		$10.3M Buy
68,870
+200
+0.3% +$30.2K 1.15% 20
2023
Q3 		$11.6M Buy
68,670
+1,925
+3% +$311K 1.43% 12
2023
Q2 		$10.5M Sell
66,745
-375
-0.6% -$60.1K 0.8% 28
2023
Q1 		$11M Buy
67,120
+175
+0.3% +$29.3K 0.88% 30
2022
Q4 		$12M Buy
66,945
+1,380
+2% +$241K 1.02% 24
2022
Q3 		$9.42M Buy
65,565
+1,575
+2% +$240K 0.88% 28
2022
Q2 		$9.26M Buy
63,990
+75
+0.1% +$12.4K 0.85% 30
2022
Q1 		$10.4M Buy
63,915
+2,475
+4% +$355K 0.85% 28
2021
Q4 		$7.21M Buy
61,440
+6,200
+11% +$704K 0.58% 48
2021
Q3 		$5.61M Buy
55,240
+125
+0.2% +$12.5K 0.5% 55
2021
Q2 		$5.77M Buy
55,115
+4,250
+8% +$449K 0.51% 54
2021
Q1 		$5.33M Buy
50,865
+4,750
+10% +$464K 0.52% 55
2020
Q4 		$3.89M Buy
+46,115
New +$3.73M 0.39% 68

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return