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BNC Wealth Management’s Chevron CVX Stock Holding History

BNC 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 		$6.18M Buy
+29,874
New +$5.45M 1.72% 21
2023
Q4 		– Sell
-1,539
Closed -$260K – 99
2023
Q3 		$260K Sell
1,539
-32
-2% -$5.17K 0.14% 85
2023
Q2 		$247K Sell
1,571
-17,933
-92% -$2.88M 0.13% 90
2023
Q1 		$3.18M Buy
19,504
+6,703
+52% +$1.12M 1.78% 15
2022
Q4 		$2.3M Buy
12,801
+325
+3% +$56.7K 1.36% 26
2022
Q3 		$1.79M Buy
12,476
+562
+5% +$85.7K 1.08% 31
2022
Q2 		$1.73M Buy
11,914
+10,181
+587% +$1.68M 0.9% 36
2022
Q1 		$282K Buy
+1,733
New +$249K 0.14% 98
2020
Q4 		– Sell
-465
Closed -$33K – 186
2020
Q3 		$33K Buy
+465
New +$39.1K 0.02% 190

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

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

BNC Wealth Management opened a new position in Chevron (CVX) in Q1 2026: 29,874 shares worth $6.18M. The stake represents 1.72% of the portfolio and ranks #21 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in CVX as recently as Q3 2023.

BNC Wealth Management first reported a position in CVX in Q3 2020 and has held it in 9 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • BNC Wealth Management held 29,874 shares of Chevron worth $6.18M as of Q1 2026.
  • Chevron was a new BNC Wealth Management position in Q1 2026.
  • Chevron made up 1.72% of BNC Wealth Management's portfolio in Q1 2026, its #21 holding.
  • BNC Wealth Management first reported a position in Chevron in Q3 2020 and has held it in 9 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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