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BHK Investment Advisors’s Chevron CVX Stock Holding History

BHK Investment Advisors’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
-1,960
Closed -$405K – 81
2026
Q1 		$405K Sell
1,960
-122
-6% -$22.2K 0.14% 61
2025
Q4 		$317K Buy
+2,082
New +$317K 0.1% 63
2019
Q3 		– Sell
-2,132
Closed -$265K – 83
2019
Q2 		$265K Buy
2,132
+264
+14% +$31.9K 0.15% 76
2019
Q1 		$230K Buy
+1,868
New +$221K 0.14% 81

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

BHK Investment Advisors's CVX Position: Q2 2026 in Review

BHK Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,960 shares — an estimated $405K sold.

BHK Investment Advisors first reported a position in CVX in Q1 2019 and held it in 4 quarters. The position peaked at $405K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BHK Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • BHK Investment Advisors sold 1,960 Chevron shares in Q2 2026, an estimated $405K.
  • BHK Investment Advisors first reported a position in Chevron in Q1 2019 and held it in 4 quarters.
  • BHK Investment Advisors's Chevron position peaked at $405K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.