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BOK Financial Private Wealth’s Chevron CVX Stock Holding History

BOK Financial Private Wealth’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 		$832K Sell
4,022
-369
-8% -$67.3K 0.05% 90
2025
Q4 		$669K Buy
4,391
+101
+2% +$15.4K 0.04% 111
2025
Q3 		$666K Buy
4,290
+73
+2% +$11.3K 0.04% 115
2025
Q2 		$604K Sell
4,217
-386
-8% -$54.4K 0.04% 115
2025
Q1 		$770K Sell
4,603
-450
-9% -$70.4K 0.06% 104
2024
Q4 		$732K Sell
5,053
-1,020
-17% -$156K 0.05% 110
2024
Q3 		$894K Buy
6,073
+1,383
+29% +$206K 0.06% 104
2024
Q2 		$734K Hold
4,690
– – 0.05% 111
2024
Q1 		$740K Sell
4,690
-76
-2% -$11.5K 0.06% 111
2023
Q4 		$711K Buy
4,766
+192
+4% +$29K 0.06% 106
2023
Q3 		$771K Sell
4,574
-35
-0.8% -$5.65K 0.07% 105
2023
Q2 		$725K Sell
4,609
-2,467
-35% -$396K 0.06% 109
2023
Q1 		$1.15M Buy
7,076
+9
+0.1% +$1.51K 0.09% 101
2022
Q4 		$1.27M Sell
7,067
-616
-8% -$107K 0.11% 91
2022
Q3 		$1.1M Buy
7,683
+500
+7% +$76.3K 0.1% 102
2022
Q2 		$1.04M Sell
7,183
-7,602
-51% -$1.26M 0.09% 105
2022
Q1 		$2.41M Buy
14,785
+2,181
+17% +$313K 0.17% 86
2021
Q4 		$1.48M Buy
12,604
+4,169
+49% +$474K 0.1% 110
2021
Q3 		$856K Buy
8,435
+267
+3% +$26.6K 0.07% 120
2021
Q2 		$856K Buy
8,168
+1,231
+18% +$130K 0.07% 116
2021
Q1 		$727K Buy
6,937
+1,109
+19% +$108K 0.07% 110
2020
Q4 		$492K Buy
5,828
+2,501
+75% +$202K 0.05% 122
2020
Q3 		$240K Sell
3,327
-1,168
-26% -$98.2K 0.03% 152
2020
Q2 		$401K Sell
4,495
-2,923
-39% -$262K 0.04% 127
2020
Q1 		$538K Sell
7,418
-39,597
-84% -$3.91M 0.07% 125
2019
Q4 		$5.67M Buy
47,015
+43,952
+1,435% +$5.18M 0.48% 52
2019
Q3 		$363K Buy
3,063
+615
+25% +$74.7K 0.05% 81
2019
Q2 		$305K Buy
2,448
+805
+49% +$97.3K 0.04% 90
2019
Q1 		$202K Buy
+1,643
New +$194K 0.03% 116
2017
Q2 		– Sell
-5,203
Closed -$559K – 140
2017
Q1 		$559K Buy
+5,203
New +$584K 0.08% 68
2015
Q4 		– Sell
-2,895
Closed -$228K – 79
2015
Q3 		$228K Hold
2,895
– – 0.04% 68
2015
Q2 		$279K Sell
2,895
-1,000
-26% -$105K 0.05% 63
2015
Q1 		$409K Sell
3,895
-1,185
-23% -$126K 0.07% 48
2014
Q4 		$570K Buy
5,080
+1,685
+50% +$191K 0.09% 42
2014
Q3 		$405K Hold
3,395
– – 0.07% 47
2014
Q2 		$443K Hold
3,395
– – 0.07% 44
2014
Q1 		$404K Hold
3,395
– – 0.07% 47
2013
Q4 		$424K Hold
3,395
– – 0.08% 41
2013
Q3 		$412K Buy
3,395
+500
+17% +$61.5K 0.08% 41
2013
Q2 		$343K Buy
+2,895
New +$350K 0.07% 36

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

BOK Financial Private Wealth's CVX Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Chevron (CVX) stake by 8.4% in Q1 2026, selling an estimated $67.3K and leaving 4,022 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #90.

BOK Financial Private Wealth first reported a position in CVX in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.67M in Q4 2019. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • BOK Financial Private Wealth held 4,022 shares of Chevron worth $832K as of Q1 2026.
  • BOK Financial Private Wealth sold 369 Chevron shares in Q1 2026, an estimated $67.3K.
  • Chevron made up 0.05% of BOK Financial Private Wealth's portfolio in Q1 2026, its #90 holding.
  • BOK Financial Private Wealth first reported a position in Chevron in Q2 2013 and has held it in 40 quarters since.
  • BOK Financial Private Wealth's Chevron position peaked at $5.67M in Q4 2019.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.