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Barnes Dennig Private Wealth Management’s Chevron CVX Stock Holding History

Barnes Dennig Private 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 		$28.5K Hold
172
– – 0.02% 193
2026
Q1 		$35.6K Hold
172
– – 0.04% 168
2025
Q4 		$26.2K Sell
172
-96
-36% -$14.6K 0.03% 187
2025
Q3 		$41.6K Buy
268
+202
+306% +$31.3K 0.04% 152
2025
Q2 		$9.45K Hold
66
– – 0.01% 216
2025
Q1 		$11K Buy
+66
New +$10.3K 0.02% 130

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Barnes Dennig Private Wealth Management's CVX Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 172 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #193.

Barnes Dennig Private Wealth Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.6K in Q3 2025. 2,315 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 172 shares of Chevron worth $28.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Barnes Dennig Private Wealth Management's Chevron position peaked at $41.6K in Q3 2025.
  • 2,315 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.