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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
Q2 		– Sell
-29,874
Closed -$6.18M – 108
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

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

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

BNC Wealth Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 29,874 shares — an estimated $6.18M sold.

BNC Wealth Management first reported a position in CVX in Q3 2020 and held it in 9 quarters. The position peaked at $6.18M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BNC Wealth Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • BNC Wealth Management sold 29,874 Chevron shares in Q2 2026, an estimated $6.18M.
  • BNC Wealth Management first reported a position in Chevron in Q3 2020 and held it in 9 quarters.
  • BNC Wealth Management's Chevron position peaked at $6.18M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.