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BCS Private Wealth Management’s Chevron CVX Stock Holding History

BCS 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 		$290K Hold
1,749
– – 0.09% 158
2026
Q1 		$362K Hold
1,749
– – 0.11% 138
2025
Q4 		$267K Hold
1,749
– – 0.09% 156
2025
Q3 		$272K Buy
1,749
+70
+4% +$10.8K 0.1% 143
2025
Q2 		$240K Buy
+1,679
New +$237K 0.09% 151

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

BCS Private Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 1,749 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #158.

BCS Private Wealth Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BCS Private Wealth Management held 1,749 shares of Chevron worth $290K as of Q2 2026.
  • BCS Private Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of BCS Private Wealth Management's portfolio in Q2 2026, its #158 holding.
  • BCS Private Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Chevron position peaked at $362K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.