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Bernard Wealth Management’s Chevron CVX Stock Holding History

Bernard 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
Q1 		$215K Hold
1,040
– – 0.09% 62
2025
Q4 		$159K Hold
1,040
– – 0.06% 74
2025
Q3 		$162K Hold
1,040
– – 0.07% 69
2025
Q2 		$149K Sell
1,040
-31
-3% -$4.37K 0.07% 69
2025
Q1 		$179K Buy
1,071
+31
+3% +$4.85K 0.09% 58
2024
Q4 		$151K Buy
+1,040
New +$159K 0.07% 65

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 $336B AUM 34.66% 1-Year Est. Return

Bernard Wealth Management's CVX Position: Q1 2026 in Review

Bernard Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 1,040 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #62.

Bernard Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bernard Wealth Management held 1,040 shares of Chevron worth $215K as of Q1 2026.
  • Bernard Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.09% of Bernard Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Bernard Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.