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Berman McAleer’s Chevron CVX Stock Holding History

Berman McAleer’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 		$587K Sell
3,543
-52
-1% -$9.68K 0.07% 94
2026
Q1 		$744K Buy
3,595
+203
+6% +$37K 0.1% 77
2025
Q4 		$517K Buy
3,392
+22
+0.7% +$3.35K 0.07% 94
2025
Q3 		$523K Buy
+3,370
New +$522K 0.07% 88

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

Berman McAleer's CVX Position: Q2 2026 in Review

Berman McAleer reduced its Chevron (CVX) stake by 1.4% in Q2 2026, selling an estimated $9.68K and leaving 3,543 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #94.

Berman McAleer first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $744K in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Berman McAleer held 3,543 shares of Chevron worth $587K as of Q2 2026.
  • Berman McAleer sold 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.07% of Berman McAleer's portfolio in Q2 2026, its #94 holding.
  • Berman McAleer first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Chevron position peaked at $744K in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.