BKM Wealth Management
CVX icon

BKM Wealth Management’s Chevron CVX Stock Holding History

BKM 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
Q3 		$2.38M Sell
11,659
-4,118
-26% -$811K 0.77% 33
2026
Q2 		$2.62M Buy
15,777
+3,913
+33% +$728K 0.93% 29
2026
Q1 		$2.45M Buy
11,864
+1,633
+16% +$298K 0.9% 31
2025
Q4 		$1.56M Sell
10,231
-5,036
-33% -$767K 0.57% 54
2025
Q3 		$2.37M Sell
15,267
-116
-0.8% -$18K 0.87% 31
2025
Q2 		$2.2M Buy
15,383
+197
+1% +$27.8K 0.86% 32
2025
Q1 		$2.54M Buy
15,186
+948
+7% +$148K 1.05% 26
2024
Q4 		$2.06M Buy
14,238
+89
+0.6% +$13.6K 0.85% 32
2024
Q3 		$2.08M Buy
14,149
+787
+6% +$117K 0.85% 30
2024
Q2 		$2.09M Sell
13,362
-137
-1% -$21.8K 1.01% 24
2024
Q1 		$2.13M Buy
13,499
+2,887
+27% +$436K 0.92% 25
2023
Q4 		$1.58M Buy
+10,612
New +$1.6M 0.67% 39

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BKM Wealth Management's CVX Position: Q3 2026 in Review

BKM Wealth Management reduced its Chevron (CVX) stake by 26% in Q3 2026, selling an estimated $811K and leaving 11,659 shares worth $2.38M. The position accounts for 0.77% of the portfolio, ranked #33.

BKM Wealth Management first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.62M in Q2 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • BKM Wealth Management held 11,659 shares of Chevron worth $2.38M as of Q3 2026.
  • BKM Wealth Management sold 4,118 Chevron shares in Q3 2026, an estimated $811K.
  • Chevron made up 0.77% of BKM Wealth Management's portfolio in Q3 2026, its #33 holding.
  • BKM Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Chevron position peaked at $2.62M in Q2 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.