Bridgewealth Advisory Group’s Chevron CVX Stock Holding History

Bridgewealth Advisory 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	$2.1M	Sell	12,699 -207	-2%	-$38.5K	0.4%	34
2026 Q1	$2.67M	Sell	12,906 -22	-0.2%	-$4.01K	0.55%	32
2025 Q4	$1.97M	Buy	12,928 +80	+0.6%	+$12.2K	0.44%	35
2025 Q3	$2M	Buy	12,848 +19	+0.1%	+$2.94K	0.46%	35
2025 Q2	$1.84M	Buy	+12,829	New	+$1.81M	0.47%	37
2025 Q1	–	Sell	-16,172	Closed	-$2.52M	–	61
2024 Q4	$2.52M	Buy	16,172 +1,470	+10%	+$225K	0.71%	31
2024 Q3	$2.17M	Buy	14,702 +8,758	+147%	+$1.3M	0.79%	28
2024 Q2	$930K	Sell	5,944 -15	-0.3%	-$2.39K	0.41%	38
2024 Q1	$940K	Hold	5,959	–	–	0.46%	37
2023 Q4	$889K	Buy	5,959 +164	+3%	+$24.8K	0.68%	29
2023 Q3	$977K	Buy	5,795 +92	+2%	+$14.9K	1.2%	19
2023 Q2	$898K	Buy	5,703 +95	+2%	+$15.2K	1.46%	15
2023 Q1	$915K	Hold	5,608	–	–	1.69%	13
2022 Q4	$1.01M	Buy	+5,608	New	+$979K	1.97%	12

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bridgewealth Advisory Group's CVX Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $38.5K and leaving 12,699 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #34.

Bridgewealth Advisory Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.67M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Bridgewealth Advisory Group held 12,699 shares of Chevron worth $2.1M as of Q2 2026.
Bridgewealth Advisory Group sold 207 Chevron shares in Q2 2026, an estimated $38.5K.
Chevron made up 0.4% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #34 holding.
Bridgewealth Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's Chevron position peaked at $2.67M in Q1 2026.
1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.