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BCWM LLC’s Chevron CVX Stock Holding History

BCWM LLC’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
Q1 		$6.93M Buy
33,471
+9,817
+42% +$1.79M 1.96% 25
2025
Q4 		$3.61M Sell
23,654
-9,870
-29% -$1.5M 1.08% 36
2025
Q3 		$5.21M Buy
33,524
+156
+0.5% +$24.2K 1.56% 27
2025
Q2 		$4.78M Buy
33,368
+5,528
+20% +$779K 1.52% 32
2025
Q1 		$4.66M Buy
+27,840
New +$4.36M 1.62% 28
2022
Q2 		– Sell
-32,815
Closed -$5.34M – 60
2022
Q1 		$5.34M Sell
32,815
-4,377
-12% -$628K 1.59% 29
2021
Q4 		$4.36M Buy
37,192
+24
+0.1% +$2.73K 1.28% 32
2021
Q3 		$3.77M Buy
37,168
+574
+2% +$57.3K 1.13% 36
2021
Q2 		$3.83M Buy
36,594
+1,146
+3% +$121K 1.13% 36
2021
Q1 		$3.71M Buy
35,448
+1,944
+6% +$190K 1.1% 36
2020
Q4 		$2.83M Buy
33,504
+806
+2% +$65.3K 0.84% 51
2020
Q3 		$2.35M Buy
32,698
+571
+2% +$48K 0.8% 51
2020
Q2 		$2.87M Buy
+32,127
New +$2.88M 1.03% 45
2015
Q2 		– Sell
-2,308
Closed -$2.42M – 98
2015
Q1 		$2.42M Buy
2,308
+500
+28% +$53.4K 0.11% 81
2014
Q4 		$2.03M Hold
1,808
– – 0.1% 87
2014
Q3 		$2.16K Sell
1,808
-260
-13% -$33.2K 0.11% 88
2014
Q2 		$270K Hold
2,068
– – 0.14% 83
2014
Q1 		$246K Hold
2,068
– – 0.13% 79
2013
Q4 		$258K Hold
2,068
– – 0.15% 74
2013
Q3 		$251K Hold
2,068
– – 0.15% 73
2013
Q2 		$245K Buy
+2,068
New +$250K 0.15% 74

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BCWM LLC's CVX Position: Q1 2026 in Review

BCWM LLC increased its Chevron (CVX) stake by 42% in Q1 2026, buying an estimated $1.79M and bringing the position to 33,471 shares worth $6.93M. The position accounts for 1.96% of the portfolio, ranked #25.

BCWM LLC first reported a position in CVX in Q2 2013 and has held it in 21 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • BCWM LLC held 33,471 shares of Chevron worth $6.93M as of Q1 2026.
  • BCWM LLC bought 9,817 Chevron shares in Q1 2026, an estimated $1.79M.
  • Chevron made up 1.96% of BCWM LLC's portfolio in Q1 2026, its #25 holding.
  • BCWM LLC first reported a position in Chevron in Q2 2013 and has held it in 21 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.