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Bingham Private Wealth’s Chevron CVX Stock Holding History

Bingham Private Wealth’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 		$1.5M Buy
7,268
+342
+5% +$62.4K 1.19% 21
2025
Q4 		$1.06M Buy
+6,926
New +$1.05M 0.91% 30
2025
Q2 		$994K Buy
6,943
+409
+6% +$57.7K 0.95% 28
2025
Q1 		$1.09M Buy
6,534
+137
+2% +$21.4K 1.13% 26
2024
Q4 		$927K Buy
+6,397
New +$979K 0.99% 27

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 $295B AUM 31.6% 1-Year Est. Return

Bingham Private Wealth's CVX Position: Q1 2026 in Review

Bingham Private Wealth increased its Chevron (CVX) stake by 4.9% in Q1 2026, buying an estimated $62.4K and bringing the position to 7,268 shares worth $1.5M. The position accounts for 1.19% of the portfolio, ranked #21.

Bingham Private Wealth first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bingham Private Wealth held 7,268 shares of Chevron worth $1.5M as of Q1 2026.
  • Bingham Private Wealth bought 342 Chevron shares in Q1 2026, an estimated $62.4K.
  • Chevron made up 1.19% of Bingham Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Bingham Private Wealth first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.