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Bleakley Financial Group’s Chevron CVX Stock Holding History

Bleakley Financial Group’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 		$19M Buy
114,499
+25,655
+29% +$4.78M 0.24% 79
2026
Q1 		$18.4M Buy
88,844
+9,382
+12% +$1.71M 0.29% 63
2025
Q4 		$12.1M Buy
79,462
+13,033
+20% +$1.98M 0.21% 85
2025
Q3 		$10.3M Buy
66,429
+6,411
+11% +$993K 0.24% 78
2025
Q2 		$8.59M Sell
60,018
-2,062
-3% -$291K 0.22% 87
2025
Q1 		$10.4M Sell
62,080
-549
-0.9% -$85.9K 0.33% 61
2024
Q4 		$9.07M Buy
62,629
+3,503
+6% +$536K 0.27% 63
2024
Q3 		$8.71M Sell
59,126
-4,418
-7% -$658K 0.27% 61
2024
Q2 		$9.94M Buy
63,544
+2,689
+4% +$429K 0.29% 66
2024
Q1 		$9.6M Buy
60,855
+10,176
+20% +$1.54M 0.28% 69
2023
Q4 		$7.56M Sell
50,679
-589
-1% -$89.1K 0.24% 80
2023
Q3 		$8.64M Sell
51,268
-2,903
-5% -$469K 0.3% 66
2023
Q2 		$8.52M Buy
54,171
+961
+2% +$154K 0.27% 71
2023
Q1 		$8.68M Buy
53,210
+8,786
+20% +$1.47M 0.29% 67
2022
Q4 		$7.97M Buy
+44,424
New +$7.75M 0.29% 67

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

Bleakley Financial Group's CVX Position: Q2 2026 in Review

Bleakley Financial Group increased its Chevron (CVX) stake by 29% in Q2 2026, buying an estimated $4.78M and bringing the position to 114,499 shares worth $19M. The position accounts for 0.24% of the portfolio, ranked #79.

Bleakley Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bleakley Financial Group held 114,499 shares of Chevron worth $19M as of Q2 2026.
  • Bleakley Financial Group bought 25,655 Chevron shares in Q2 2026, an estimated $4.78M.
  • Chevron made up 0.24% of Bleakley Financial Group's portfolio in Q2 2026, its #79 holding.
  • Bleakley Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.