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Bernicke Wealth Management’s Chevron CVX Stock Holding History

Bernicke 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 		$1.79M Buy
10,805
+95
+0.9% +$17.7K 0.21% 34
2026
Q1 		$2.22M Sell
10,710
-403
-4% -$73.5K 0.29% 30
2025
Q4 		$1.69M Buy
+11,113
New +$1.69M 0.22% 33
2020
Q2 		$730K Sell
8,178
-2,425
-23% -$217K 0.54% 32
2020
Q1 		$768K Buy
10,603
+1,555
+17% +$154K 0.47% 34
2019
Q4 		$1.09M Buy
9,048
+520
+6% +$61.2K 0.61% 35
2019
Q3 		$1.01M Buy
8,528
+967
+13% +$117K 0.59% 34
2019
Q2 		$941K Buy
7,561
+610
+9% +$73.8K 0.56% 34
2019
Q1 		$856K Buy
6,951
+324
+5% +$38.3K 0.54% 33
2018
Q4 		$721K Buy
6,627
+439
+7% +$50.9K 0.5% 34
2018
Q3 		$757K Buy
6,188
+560
+10% +$67.9K 0.5% 38
2018
Q2 		$712K Buy
5,628
+519
+10% +$64.4K 0.5% 28
2018
Q1 		$583K Sell
5,109
-214
-4% -$25.6K 0.42% 37
2017
Q4 		$666K Buy
5,323
+140
+3% +$16.6K 0.5% 26
2017
Q3 		$609K Sell
5,183
-879
-15% -$95.9K 0.48% 20
2017
Q2 		$632K Sell
6,062
-656
-10% -$69.5K 0.5% 24
2017
Q1 		$721K Sell
6,718
-1,922
-22% -$216K 0.6% 21
2016
Q4 		$1.02M Sell
8,640
-354
-4% -$38.5K 0.88% 14
2016
Q3 		$926K Sell
8,994
-24
-0.3% -$2.45K 0.8% 21
2016
Q2 		$945K Sell
9,018
-9
-0.1% -$905 0.85% 20
2016
Q1 		$861K Buy
9,027
+546
+6% +$47.8K 0.8% 23
2015
Q4 		$763K Buy
8,481
+91
+1% +$8.21K 0.74% 25
2015
Q3 		$662K Sell
8,390
-46
-0.5% -$3.87K 0.67% 30
2015
Q2 		$814K Buy
8,436
+1,213
+17% +$127K 0.78% 31
2015
Q1 		$758K Sell
7,223
-1,832
-20% -$196K 0.81% 30
2014
Q4 		$1.02M Buy
+9,055
New +$1.03M 1% 32

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bernicke Wealth Management increased its Chevron (CVX) stake by 0.89% in Q2 2026, buying an estimated $17.7K and bringing the position to 10,805 shares worth $1.79M. The position accounts for 0.21% of the portfolio, ranked #34.

Bernicke Wealth Management first reported a position in CVX in Q4 2014 and has held it in 26 quarters since. The position peaked at $2.22M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bernicke Wealth Management held 10,805 shares of Chevron worth $1.79M as of Q2 2026.
  • Bernicke Wealth Management bought 95 Chevron shares in Q2 2026, an estimated $17.7K.
  • Chevron made up 0.21% of Bernicke Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Bernicke Wealth Management first reported a position in Chevron in Q4 2014 and has held it in 26 quarters since.
  • Bernicke Wealth Management's Chevron position peaked at $2.22M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.