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BCS Wealth Management’s Chevron CVX Stock Holding History

BCS 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 		$735K Sell
4,437
-319
-7% -$59.4K 0.13% 137
2026
Q1 		$984K Sell
4,756
-5,116
-52% -$933K 0.2% 101
2025
Q4 		$1.5M Buy
9,872
+4,570
+86% +$696K 0.15% 117
2025
Q3 		$823K Sell
5,302
-2,216
-29% -$343K 0.19% 104
2025
Q2 		$1.08M Buy
7,518
+2,464
+49% +$347K 0.23% 89
2025
Q1 		$845K Sell
5,054
-109
-2% -$17.1K 0.22% 93
2024
Q4 		$748K Buy
+5,163
New +$790K 0.19% 109
2024
Q2 		– Sell
-5,350
Closed -$844K – 162
2024
Q1 		$844K Buy
5,350
+209
+4% +$31.5K 0.27% 86
2023
Q4 		$767K Sell
5,141
-44
-0.8% -$6.66K 0.28% 84
2023
Q3 		$874K Buy
+5,185
New +$837K 0.36% 69
2023
Q2 		– Sell
-2,173
Closed -$355K – 123
2023
Q1 		$355K Sell
2,173
-2,445
-53% -$410K 0.16% 110
2022
Q4 		$829K Hold
4,618
– – 0.35% 75
2022
Q3 		$664K Sell
4,618
-1,010
-18% -$154K 0.31% 81
2022
Q2 		$815K Buy
5,628
+363
+7% +$60K 0.36% 66
2022
Q1 		$857K Sell
5,265
-3,108
-37% -$446K 0.36% 68
2021
Q4 		$983K Buy
8,373
+475
+6% +$54K 0.35% 66
2021
Q3 		$801K Buy
7,898
+669
+9% +$66.7K 0.34% 68
2021
Q2 		$757K Buy
7,229
+416
+6% +$43.9K 0.4% 57
2021
Q1 		$714K Buy
6,813
+1,967
+41% +$192K 0.34% 65
2020
Q4 		$409K Sell
4,846
-1,094
-18% -$88.6K 0.21% 87
2020
Q3 		$428K Sell
5,940
-255
-4% -$21.4K 0.24% 77
2020
Q2 		$553K Sell
6,195
-766
-11% -$68.6K 0.33% 63
2020
Q1 		$504K Sell
6,961
-193
-3% -$19.1K 0.35% 57
2019
Q4 		$862K Buy
+7,154
New +$843K 0.57% 37

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

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

BCS Wealth Management reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $59.4K and leaving 4,437 shares worth $735K. The position accounts for 0.13% of the portfolio, ranked #137.

BCS Wealth Management first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.5M in Q4 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BCS Wealth Management held 4,437 shares of Chevron worth $735K as of Q2 2026.
  • BCS Wealth Management sold 319 Chevron shares in Q2 2026, an estimated $59.4K.
  • Chevron made up 0.13% of BCS Wealth Management's portfolio in Q2 2026, its #137 holding.
  • BCS Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Chevron position peaked at $1.5M in Q4 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.