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Bare Financial Services’s Chevron CVX Stock Holding History

Bare 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
2026
Q2 		$55.5K Buy
335
+89
+36% +$16.6K 0.01% 97
2026
Q1 		$50.9K Buy
246
+40
+19% +$7.29K 0.01% 82
2025
Q4 		$31.4K Sell
206
-14
-6% -$2.13K 0.01% 107
2025
Q3 		$34.2K Buy
220
+32
+17% +$4.96K 0.01% 97
2025
Q2 		$26.9K Buy
188
+10
+6% +$1.41K 0.01% 95
2025
Q1 		$29.8K Hold
178
– – 0.01% 77
2024
Q4 		$25.8K Hold
178
– – 0.01% 77
2024
Q3 		$26.2K Hold
178
– – 0.01% 77
2024
Q2 		$28.6K Hold
178
– – 0.02% 72
2024
Q1 		$28.7K Hold
178
– – 0.03% 65
2023
Q4 		$26.6K Buy
+178
New +$26.9K 0.05% 58

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bare Financial Services's CVX Position: Q2 2026 in Review

Bare Financial Services increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $16.6K and bringing the position to 335 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #97.

Bare Financial Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bare Financial Services held 335 shares of Chevron worth $55.5K as of Q2 2026.
  • Bare Financial Services bought 89 Chevron shares in Q2 2026, an estimated $16.6K.
  • Chevron made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #97 holding.
  • Bare Financial Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.