Bollard Group’s Chevron CVX Stock Holding History

Bollard 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 Q1	$28M	Buy	135,446 +4,626	+4%	+$844K	0.83%	20
2025 Q4	$19.9M	Sell	130,820 -16,299	-11%	-$2.48M	0.5%	26
2025 Q3	$22.8M	Buy	147,119 +8,291	+6%	+$1.28M	0.54%	26
2025 Q2	$19.9M	Buy	138,828 +11,008	+9%	+$1.55M	0.45%	27
2025 Q1	$21.4M	Buy	127,820 +1,311	+1%	+$205K	0.56%	22
2024 Q4	$18.3M	Sell	126,509 -1,475	-1%	-$226K	0.51%	22
2024 Q3	$18.8M	Buy	127,984 +11,025	+9%	+$1.64M	0.5%	24
2024 Q2	$18.3M	Buy	116,959 +6,545	+6%	+$1.04M	0.52%	24
2024 Q1	$17.4M	Buy	110,414 +2,868	+3%	+$433K	0.53%	24
2023 Q4	$16M	Buy	107,546 +1,013	+1%	+$153K	0.56%	24
2023 Q3	$18M	Buy	106,533 +801	+0.8%	+$129K	0.66%	23
2023 Q2	$16.6M	Buy	105,732 +878	+0.8%	+$141K	0.57%	26
2023 Q1	$17.1M	Buy	104,854 +739	+0.7%	+$124K	0.62%	25
2022 Q4	$18.7M	Sell	104,115 -2,314	-2%	-$404K	0.71%	22
2022 Q3	$15.3M	Buy	106,429 +514	+0.5%	+$78.4K	0.64%	23
2022 Q2	$15.3M	Sell	105,915 -36,151	-25%	-$5.98M	0.62%	28
2022 Q1	$23.1M	Buy	142,066 +8,119	+6%	+$1.16M	0.74%	24
2021 Q4	$15.7M	Buy	133,947 +1,591	+1%	+$181K	0.5%	37
2021 Q3	$13.4M	Buy	132,356 +8,960	+7%	+$894K	0.44%	41
2021 Q2	$12.9M	Buy	123,396 +64,079	+108%	+$6.76M	0.41%	38
2021 Q1	$6.22M	Buy	59,317 +23,009	+63%	+$2.25M	0.22%	59
2020 Q4	$3.07M	Sell	36,308 -81,067	-69%	-$6.56M	0.11%	80
2020 Q3	$8.45M	Buy	117,375 +1,246	+1%	+$105K	0.3%	46
2020 Q2	$10.4M	Sell	116,129 -4,221	-4%	-$378K	0.41%	41
2020 Q1	$8.72M	Sell	120,350 -2,868	-2%	-$283K	0.39%	42
2019 Q4	$14.8M	Buy	123,218 +4,196	+4%	+$494K	0.48%	33
2019 Q3	$14.1M	Buy	119,022 +24,945	+27%	+$3.03M	0.5%	33
2019 Q2	$11.7M	Buy	94,077 +21,181	+29%	+$2.56M	0.4%	33
2019 Q1	$8.98M	Buy	72,896 +3,787	+5%	+$448K	0.34%	37
2018 Q4	$7.52M	Buy	69,109 +3,518	+5%	+$408K	0.33%	36
2018 Q3	$8.02M	Buy	65,591 +1,857	+3%	+$225K	0.32%	35
2018 Q2	$8.06M	Buy	63,734 +806	+1%	+$100K	0.37%	34
2018 Q1	$7.18M	Buy	62,928 +845	+1%	+$101K	0.36%	37
2017 Q4	$7.77M	Buy	62,083 +609	+1%	+$72.2K	0.37%	34
2017 Q3	$7.22M	Sell	61,474 -4,482	-7%	-$489K	0.38%	35
2017 Q2	$6.88M	Sell	65,956 -36,029	-35%	-$3.82M	0.37%	39
2017 Q1	$10.9M	Buy	101,985 +7,062	+7%	+$792K	0.63%	22
2016 Q4	$11.2M	Buy	94,923 +1,077	+1%	+$117K	0.73%	16
2016 Q3	$9.66M	Buy	93,846 +3,932	+4%	+$401K	0.62%	20
2016 Q2	$9.43M	Buy	89,914 +765	+0.9%	+$76.9K	0.64%	19
2016 Q1	$8.51M	Buy	89,149 +845	+1%	+$73.9K	0.68%	22
2015 Q4	$7.94M	Sell	88,304 -184	-0.2%	-$16.6K	0.65%	22
2015 Q3	$6.98M	Buy	88,488 +7,195	+9%	+$606K	0.57%	28
2015 Q2	$7.84M	Buy	81,293 +828	+1%	+$86.9K	0.59%	25
2015 Q1	$8.45M	Buy	80,465 +5,226	+7%	+$558K	0.63%	23
2014 Q4	$8.44M	Buy	75,239 +9,244	+14%	+$1.05M	0.74%	24
2014 Q3	$7.88M	Buy	65,995 +3,857	+6%	+$492K	0.74%	24
2014 Q2	$8.11M	Buy	62,138 +1,134	+2%	+$141K	0.78%	21
2014 Q1	$7.25M	Buy	61,004 +175	+0.3%	+$20.4K	0.73%	23
2013 Q4	$7.6M	Sell	60,829 -1,887	-3%	-$228K	0.84%	21
2013 Q3	$7.62M	Buy	62,716 +10,928	+21%	+$1.34M	0.9%	17
2013 Q2	$6.13M	Buy	+51,788	New	+$6.26M	1.18%	21

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bollard Group's CVX Position: Q1 2026 in Review

Bollard Group increased its Chevron (CVX) stake by 3.5% in Q1 2026, buying an estimated $844K and bringing the position to 135,446 shares worth $28M. The position accounts for 0.83% of the portfolio, ranked #20.

Bollard Group first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Bollard Group held 135,446 shares of Chevron worth $28M as of Q1 2026.
Bollard Group bought 4,626 Chevron shares in Q1 2026, an estimated $844K.
Chevron made up 0.83% of Bollard Group's portfolio in Q1 2026, its #20 holding.
Bollard Group first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.