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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
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

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

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

BKM Wealth Management increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $298K and bringing the position to 11,864 shares worth $2.45M. The position accounts for 0.9% of the portfolio, ranked #31.

BKM Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.54M in Q1 2025. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • BKM Wealth Management held 11,864 shares of Chevron worth $2.45M as of Q1 2026.
  • BKM Wealth Management bought 1,633 Chevron shares in Q1 2026, an estimated $298K.
  • Chevron made up 0.9% of BKM Wealth Management's portfolio in Q1 2026, its #31 holding.
  • BKM Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Chevron position peaked at $2.54M in Q1 2025.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.