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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Birch Financial Group's CVX Position: Q2 2026 in Review

Birch Financial Group increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $5.77K and bringing the position to 6,388 shares worth $1.06M. The position accounts for 0.54% of the portfolio, ranked #41.

Birch Financial Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 2,663 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Birch Financial Group held 6,388 shares of Chevron worth $1.06M as of Q2 2026.
  • Birch Financial Group bought 31 Chevron shares in Q2 2026, an estimated $5.77K.
  • Chevron made up 0.54% of Birch Financial Group's portfolio in Q2 2026, its #41 holding.
  • Birch Financial Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Chevron position peaked at $1.32M in Q1 2026.
  • 2,663 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.