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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
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

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

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

BKM Wealth Management increased its Chevron (CVX) stake by 33% in Q2 2026, buying an estimated $728K and bringing the position to 15,777 shares worth $2.62M. The position accounts for 0.93% of the portfolio, ranked #29.

BKM Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BKM Wealth Management held 15,777 shares of Chevron worth $2.62M as of Q2 2026.
  • BKM Wealth Management bought 3,913 Chevron shares in Q2 2026, an estimated $728K.
  • Chevron made up 0.93% of BKM Wealth Management's portfolio in Q2 2026, its #29 holding.
  • BKM Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.