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Bennett Associates Wealth Management’s Chevron CVX Stock Holding History

Bennett Associates 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 		– Sell
-978
Closed -$202K – 57
2026
Q1 		$202K Buy
+978
New +$178K 0.14% 56

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bennett Associates Wealth Management's CVX Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 978 shares — an estimated $202K sold.

Bennett Associates Wealth Management first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bennett Associates Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 978 Chevron shares in Q2 2026, an estimated $202K.
  • Bennett Associates Wealth Management first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Bennett Associates Wealth Management's Chevron position peaked at $202K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.