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BIP Wealth’s Chevron CVX Stock Holding History

BIP 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
Q2 		$3.18M Buy
19,161
+5,859
+44% +$1.09M 0.09% 152
2026
Q1 		$2.75M Sell
13,302
-5,113
-28% -$932K 0.11% 116
2025
Q4 		$2.81M Buy
18,415
+9,840
+115% +$1.5M 0.1% 122
2025
Q3 		$1.33M Buy
8,575
+1,045
+14% +$162K 0.07% 105
2025
Q2 		$1.08M Sell
7,530
-181
-2% -$25.5K 0.07% 94
2025
Q1 		$1.29M Buy
7,711
+72
+0.9% +$11.3K 0.08% 86
2024
Q4 		$1.11M Buy
7,639
+451
+6% +$69K 0.07% 96
2024
Q3 		$1.06M Buy
7,188
+4,208
+141% +$626K 0.07% 91
2024
Q2 		$466K Sell
2,980
-4,577
-61% -$730K 0.04% 119
2024
Q1 		$1.19M Buy
7,557
+1,160
+18% +$175K 0.09% 78
2023
Q4 		$954K Buy
6,397
+3,748
+141% +$567K 0.08% 84
2023
Q3 		$447K Sell
2,649
-2,928
-53% -$473K 0.04% 113
2023
Q2 		$878K Sell
5,577
-1,178
-17% -$189K 0.07% 83
2023
Q1 		$1.1M Buy
+6,755
New +$1.13M 0.12% 76

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 22.94% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BIP Wealth's CVX Position: Q2 2026 in Review

BIP Wealth increased its Chevron (CVX) stake by 44% in Q2 2026, buying an estimated $1.09M and bringing the position to 19,161 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #152.

BIP Wealth first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BIP Wealth held 19,161 shares of Chevron worth $3.18M as of Q2 2026.
  • BIP Wealth bought 5,859 Chevron shares in Q2 2026, an estimated $1.09M.
  • Chevron made up 0.09% of BIP Wealth's portfolio in Q2 2026, its #152 holding.
  • BIP Wealth first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.