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Birchwood Financial Partners’s Chevron CVX Stock Holding History

Birchwood Financial Partners’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 		$41.9K Hold
253
– – 0.03% 189
2026
Q1 		$52.3K Sell
253
-30
-11% -$5.47K 0.05% 159
2025
Q4 		$43.1K Buy
+283
New +$43.1K 0.04% 177

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchwood Financial Partners's CVX Position: Q2 2026 in Review

Birchwood Financial Partners held its Chevron (CVX) position steady in Q2 2026 at 253 shares worth $41.9K. The position accounts for 0.03% of the portfolio, ranked #189.

Birchwood Financial Partners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.3K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Birchwood Financial Partners held 253 shares of Chevron worth $41.9K as of Q2 2026.
  • Birchwood Financial Partners left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #189 holding.
  • Birchwood Financial Partners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Chevron position peaked at $52.3K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.