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Birch Hill Investment Advisors’s Chevron CVX Stock Holding History

Birch Hill 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 		$1.75M Sell
10,563
-550
-5% -$102K 0.07% 94
2026
Q1 		$2.3M Sell
11,113
-425
-4% -$77.5K 0.1% 82
2025
Q4 		$1.76M Sell
11,538
-1,900
-14% -$289K 0.07% 93
2025
Q3 		$2.09M Buy
13,438
+936
+7% +$145K 0.09% 82
2025
Q2 		$1.79M Sell
12,502
-1,525
-11% -$215K 0.08% 87
2025
Q1 		$2.35M Sell
14,027
-1,175
-8% -$184K 0.11% 80
2024
Q4 		$2.2M Sell
15,202
-82
-0.5% -$12.6K 0.1% 86
2024
Q3 		$2.25M Sell
15,284
-10
-0.1% -$1.49K 0.11% 80
2024
Q2 		$2.39M Sell
15,294
-20
-0.1% -$3.19K 0.12% 77
2024
Q1 		$2.42M Sell
15,314
-1,353
-8% -$204K 0.12% 84
2023
Q4 		$2.49M Buy
16,667
+100
+0.6% +$15.1K 0.13% 73
2023
Q3 		$2.79M Buy
16,567
+485
+3% +$78.3K 0.17% 62
2023
Q2 		$2.53M Sell
16,082
-10
-0.1% -$1.6K 0.15% 69
2023
Q1 		$2.63M Sell
16,092
-280
-2% -$46.9K 0.16% 71
2022
Q4 		$2.94M Buy
16,372
+567
+4% +$98.9K 0.19% 63
2022
Q3 		$2.27M Sell
15,805
-240
-1% -$36.6K 0.15% 67
2022
Q2 		$2.32M Sell
16,045
-10
-0.1% -$1.65K 0.15% 69
2022
Q1 		$2.61M Sell
16,055
-1,091
-6% -$156K 0.14% 73
2021
Q4 		$2.01M Sell
17,146
-221
-1% -$25.1K 0.1% 77
2021
Q3 		$1.76M Sell
17,367
-218
-1% -$21.7K 0.09% 79
2021
Q2 		$1.84M Buy
17,585
+258
+1% +$27.2K 0.1% 79
2021
Q1 		$1.82M Sell
17,327
-641
-4% -$62.6K 0.1% 77
2020
Q4 		$1.52M Sell
17,968
-1,020
-5% -$82.6K 0.09% 83
2020
Q3 		$1.37M Sell
18,988
-438
-2% -$36.8K 0.09% 79
2020
Q2 		$1.73M Hold
19,426
– – 0.13% 70
2020
Q1 		$1.41M Sell
19,426
-2,627
-12% -$260K 0.12% 73
2019
Q4 		$2.66M Sell
22,053
-345
-2% -$40.6K 0.18% 62
2019
Q3 		$2.66M Sell
22,398
-50
-0.2% -$6.07K 0.19% 60
2019
Q2 		$2.79M Sell
22,448
-201
-0.9% -$24.3K 0.21% 61
2019
Q1 		$2.79M Sell
22,649
-422
-2% -$49.9K 0.21% 60
2018
Q4 		$2.51M Buy
23,071
+175
+0.8% +$20.3K 0.22% 64
2018
Q3 		$2.8M Sell
22,896
-141
-0.6% -$17.1K 0.2% 64
2018
Q2 		$2.91M Sell
23,037
-100
-0.4% -$12.4K 0.23% 59
2018
Q1 		$2.64M Buy
23,137
+158
+0.7% +$18.9K 0.22% 60
2017
Q4 		$2.88M Sell
22,979
-324
-1% -$38.4K 0.24% 57
2017
Q3 		$2.74M Buy
23,303
+200
+0.9% +$21.8K 0.24% 57
2017
Q2 		$2.41M Sell
23,103
-100
-0.4% -$10.6K 0.21% 57
2017
Q1 		$2.49M Sell
23,203
-83
-0.4% -$9.31K 0.21% 58
2016
Q4 		$2.74M Sell
23,286
-80
-0.3% -$8.71K 0.25% 55
2016
Q3 		$2.4M Buy
23,366
+747
+3% +$76.3K 0.22% 56
2016
Q2 		$2.37M Buy
22,619
+403
+2% +$40.5K 0.23% 56
2016
Q1 		$2.12M Sell
22,216
-603
-3% -$52.7K 0.22% 58
2015
Q4 		$2.05M Sell
22,819
-300
-1% -$27.1K 0.21% 59
2015
Q3 		$1.82M Hold
23,119
– – 0.2% 61
2015
Q2 		$2.23M Buy
23,119
+67
+0.3% +$7.04K 0.23% 62
2015
Q1 		$2.42M Sell
23,052
-336
-1% -$35.9K 0.25% 62
2014
Q4 		$2.62M Sell
23,388
-14
-0.1% -$1.59K 0.27% 62
2014
Q3 		$2.79M Buy
23,402
+622
+3% +$79.4K 0.29% 59
2014
Q2 		$2.97M Sell
22,780
-3,938
-15% -$490K 0.31% 58
2014
Q1 		$3.18M Sell
26,718
-950
-3% -$110K 0.34% 55
2013
Q4 		$3.46M Sell
27,668
-610
-2% -$73.7K 0.37% 58
2013
Q3 		$3.44M Sell
28,278
-4,685
-14% -$576K 0.41% 54
2013
Q2 		$3.9M Buy
+32,963
New +$3.98M 0.49% 48

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Birch Hill Investment Advisors's CVX Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Chevron (CVX) stake by 4.9% in Q2 2026, selling an estimated $102K and leaving 10,563 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #94.

Birch Hill Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.9M in Q2 2013. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Birch Hill Investment Advisors held 10,563 shares of Chevron worth $1.75M as of Q2 2026.
  • Birch Hill Investment Advisors sold 550 Chevron shares in Q2 2026, an estimated $102K.
  • Chevron made up 0.07% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Birch Hill Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Chevron position peaked at $3.9M in Q2 2013.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.