BFWM
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Bright Futures Wealth Management’s Chevron CVX Stock Holding History

Bright Futures 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 		$316K Buy
1,905
+352
+23% +$65.5K 0.2% 132
2026
Q1 		$321K Buy
+1,553
New +$283K 0.22% 111

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bright Futures Wealth Management's CVX Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $65.5K and bringing the position to 1,905 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #132.

Bright Futures Wealth Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bright Futures Wealth Management held 1,905 shares of Chevron worth $316K as of Q2 2026.
  • Bright Futures Wealth Management bought 352 Chevron shares in Q2 2026, an estimated $65.5K.
  • Chevron made up 0.2% of Bright Futures Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Bright Futures Wealth Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Bright Futures Wealth Management's Chevron position peaked at $321K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.