Barnes Wealth Management Group’s Chevron CVX Stock Holding History

Barnes Wealth Management Group’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	$2.86M	Sell	17,280 -120	-0.7%	-$22.3K	1.32%	15
2026 Q1	$3.6M	Buy	17,400 +282	+2%	+$51.4K	1.83%	11
2025 Q4	$2.61M	Sell	17,118 -41	-0.2%	-$6.24K	1.4%	19
2025 Q3	$2.66M	Sell	17,159 -482	-3%	-$74.6K	1.47%	16
2025 Q2	$2.53M	Sell	17,641 -2	-0%	-$282	1.49%	17
2025 Q1	$2.95M	Buy	17,643 +1,011	+6%	+$158K	1.89%	10
2024 Q4	$2.41M	Buy	+16,632	New	+$2.55M	1.62%	16

Other funds holding CVX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Barnes Wealth Management Group reduced its Chevron (CVX) stake by 0.69% in Q2 2026, selling an estimated $22.3K and leaving 17,280 shares worth $2.86M. The position accounts for 1.32% of the portfolio, ranked #15.

Barnes Wealth Management Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q1 2026. 1,564 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Barnes Wealth Management Group held 17,280 shares of Chevron worth $2.86M as of Q2 2026.
Barnes Wealth Management Group sold 120 Chevron shares in Q2 2026, an estimated $22.3K.
Chevron made up 1.32% of Barnes Wealth Management Group's portfolio in Q2 2026, its #15 holding.
Barnes Wealth Management Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Chevron position peaked at $3.6M in Q1 2026.
1,564 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.