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Birchcreek Wealth Management’s Chevron CVX Stock Holding History

Birchcreek Wealth Management’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 		$616K Sell
2,979
-200
-6% -$36.5K 0.3% 57
2025
Q4 		$485K Sell
3,179
-177
-5% -$27K 0.24% 66
2025
Q3 		$521K Hold
3,356
– – 0.27% 62
2025
Q2 		$481K Sell
3,356
-9
-0.3% -$1.27K 0.27% 66
2025
Q1 		$563K Buy
3,365
+9
+0.3% +$1.41K 0.36% 53
2024
Q4 		$486K Hold
3,356
– – 0.31% 62
2024
Q3 		$494K Sell
3,356
-100
-3% -$14.9K 0.32% 61
2024
Q2 		$541K Sell
3,456
-965
-22% -$154K 0.3% 77
2024
Q1 		$697K Buy
4,421
+182
+4% +$27.5K 0.37% 63
2023
Q4 		$632K Buy
4,239
+285
+7% +$43.1K 0.38% 65
2023
Q3 		$667K Sell
3,954
-68
-2% -$11K 0.45% 56
2023
Q2 		$633K Hold
4,022
– – 0.44% 60
2023
Q1 		$656K Buy
4,022
+15
+0.4% +$2.52K 0.52% 51
2022
Q4 		$719K Hold
4,007
– – 0.64% 46
2022
Q3 		$576K Hold
4,007
– – 0.53% 51
2022
Q2 		$580K Buy
4,007
+139
+4% +$23K 0.52% 51
2022
Q1 		$630K Buy
3,868
+200
+5% +$28.7K 0.56% 46
2021
Q4 		$430K Sell
3,668
-800
-18% -$90.9K 0.38% 58
2021
Q3 		$453K Sell
4,468
-52
-1% -$5.19K 0.42% 55
2021
Q2 		$473K Buy
4,520
+307
+7% +$32.4K 0.46% 53
2021
Q1 		$441K Buy
4,213
+205
+5% +$20K 0.47% 54
2020
Q4 		$338K Buy
+4,008
New +$325K 0.33% 70

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

Birchcreek Wealth Management's CVX Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Chevron (CVX) stake by 6.3% in Q1 2026, selling an estimated $36.5K and leaving 2,979 shares worth $616K. The position accounts for 0.3% of the portfolio, ranked #57.

Birchcreek Wealth Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $719K in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Birchcreek Wealth Management held 2,979 shares of Chevron worth $616K as of Q1 2026.
  • Birchcreek Wealth Management sold 200 Chevron shares in Q1 2026, an estimated $36.5K.
  • Chevron made up 0.3% of Birchcreek Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Birchcreek Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Chevron position peaked at $719K in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.