Birch Financial Group
CVX icon

Birch Financial Group’s Chevron CVX Stock Holding History

Birch Financial Group’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
Q3 		$1.3M Sell
6,361
-27
-0.4% -$5.32K 0.61% 31
2026
Q2 		$1.06M Buy
6,388
+31
+0.5% +$5.77K 0.54% 41
2026
Q1 		$1.32M Sell
6,357
-82
-1% -$15K 0.77% 29
2025
Q4 		$981K Buy
6,439
+19
+0.3% +$2.89K 0.56% 36
2025
Q3 		$997K Buy
6,420
+1,573
+32% +$244K 0.59% 38
2025
Q2 		$694K Buy
4,847
+97
+2% +$13.7K 0.56% 42
2025
Q1 		$795K Buy
4,750
+999
+27% +$156K 0.71% 30
2024
Q4 		$543K Buy
+3,751
New +$574K 0.61% 32

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Birch Financial Group's CVX Position: Q3 2026 in Review

Birch Financial Group reduced its Chevron (CVX) stake by 0.42% in Q3 2026, selling an estimated $5.32K and leaving 6,361 shares worth $1.3M. The position accounts for 0.61% of the portfolio, ranked #31.

Birch Financial Group first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q1 2026. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Birch Financial Group held 6,361 shares of Chevron worth $1.3M as of Q3 2026.
  • Birch Financial Group sold 27 Chevron shares in Q3 2026, an estimated $5.32K.
  • Chevron made up 0.61% of Birch Financial Group's portfolio in Q3 2026, its #31 holding.
  • Birch Financial Group first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's Chevron position peaked at $1.32M in Q1 2026.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.