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 Q2	$703K	Buy	4,240 +1,261	+42%	+$235K	0.27%	59
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Birchcreek Wealth Management's CVX Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $235K and bringing the position to 4,240 shares worth $703K. The position accounts for 0.27% of the portfolio, ranked #59.

Birchcreek Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $719K in Q4 2022. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Birchcreek Wealth Management held 4,240 shares of Chevron worth $703K as of Q2 2026.
Birchcreek Wealth Management bought 1,261 Chevron shares in Q2 2026, an estimated $235K.
Chevron made up 0.27% of Birchcreek Wealth Management's portfolio in Q2 2026, its #59 holding.
Birchcreek Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's Chevron position peaked at $719K in Q4 2022.
4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.