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BCGM Wealth Management’s Chevron CVX Stock Holding History

BCGM 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 		$443K Buy
2,673
+149
+6% +$27.7K 0.09% 119
2026
Q1 		$522K Sell
2,524
-58
-2% -$10.6K 0.13% 109
2025
Q4 		$394K Sell
2,582
-6
-0.2% -$914 0.1% 121
2025
Q3 		$402K Buy
2,588
+509
+24% +$78.8K 0.1% 122
2025
Q2 		$298K Sell
2,079
-84
-4% -$11.8K 0.08% 135
2025
Q1 		$362K Sell
2,163
-28
-1% -$4.38K 0.11% 117
2024
Q4 		$317K Buy
2,191
+553
+34% +$84.6K 0.1% 125
2024
Q3 		$241K Buy
1,638
+76
+5% +$11.3K 0.08% 142
2024
Q2 		$244K Buy
1,562
+9
+0.6% +$1.44K 0.08% 139
2024
Q1 		$245K Buy
1,553
+9
+0.6% +$1.36K 0.09% 132
2023
Q4 		$230K Buy
1,544
+109
+8% +$16.5K 0.09% 125
2023
Q3 		$242K Hold
1,435
– – 0.11% 109
2023
Q2 		$226K Buy
+1,435
New +$230K 0.1% 113
2023
Q1 		– Sell
-1,405
Closed -$252K – 98
2022
Q4 		$252K Buy
1,405
+7
+0.5% +$1.22K 0.12% 98
2022
Q3 		$250K Sell
1,398
-106
-7% -$16.2K 0.12% 96
2022
Q2 		$246K Buy
1,504
+120
+9% +$19.8K 0.12% 96
2022
Q1 		$217K Buy
+1,384
New +$198K 0.12% 104

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

BCGM Wealth Management's CVX Position: Q2 2026 in Review

BCGM Wealth Management increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,673 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #119.

BCGM Wealth Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $522K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BCGM Wealth Management held 2,673 shares of Chevron worth $443K as of Q2 2026.
  • BCGM Wealth Management bought 149 Chevron shares in Q2 2026, an estimated $27.7K.
  • Chevron made up 0.09% of BCGM Wealth Management's portfolio in Q2 2026, its #119 holding.
  • BCGM Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • BCGM Wealth Management's Chevron position peaked at $522K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.