BWP
CVX icon

BSW Wealth Partners’s Chevron CVX Stock Holding History

BSW Wealth Partners’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 		$795K Sell
4,794
-190
-4% -$35.4K 0.09% 127
2026
Q1 		$1.03M Buy
4,984
+139
+3% +$25.3K 0.13% 95
2025
Q4 		$738K Sell
4,845
-42
-0.9% -$6.4K 0.09% 132
2025
Q3 		$759K Buy
4,887
+330
+7% +$51.1K 0.09% 117
2025
Q2 		$652K Sell
4,557
-57
-1% -$8.04K 0.09% 129
2025
Q1 		$772K Sell
4,614
-337
-7% -$52.8K 0.12% 105
2024
Q4 		$717K Buy
4,951
+754
+18% +$115K 0.11% 115
2024
Q3 		$618K Buy
4,197
+526
+14% +$78.3K 0.09% 126
2024
Q2 		$574K Sell
3,671
-17
-0.5% -$2.71K 0.09% 120
2024
Q1 		$582K Buy
3,688
+66
+2% +$9.96K 0.1% 122
2023
Q4 		$540K Sell
3,622
-8
-0.2% -$1.21K 0.11% 114
2023
Q3 		$612K Sell
3,630
-94
-3% -$15.2K 0.14% 91
2023
Q2 		$586K Sell
3,724
-14
-0.4% -$2.25K 0.12% 99
2023
Q1 		$610K Buy
3,738
+101
+3% +$16.9K 0.12% 115
2022
Q4 		$653K Buy
3,637
+1
+0% +$175 0.14% 109
2022
Q3 		$522K Buy
3,636
+67
+2% +$10.2K 0.13% 112
2022
Q2 		$517K Buy
3,569
+208
+6% +$34.4K 0.12% 115
2022
Q1 		$547K Sell
3,361
-36
-1% -$5.16K 0.14% 114
2021
Q4 		$399K Buy
3,397
+76
+2% +$8.63K 0.1% 147
2021
Q3 		$337K Hold
3,321
– – 0.09% 157
2021
Q2 		$348K Hold
3,321
– – 0.1% 153
2021
Q1 		$348K Hold
3,321
– – 0.1% 124
2020
Q4 		$280K Hold
3,321
– – 0.09% 132
2020
Q3 		$239K Sell
3,321
-1,857
-36% -$156K 0.09% 117
2020
Q2 		$462K Sell
5,178
-14
-0.3% -$1.25K 0.15% 70
2020
Q1 		$376K Buy
5,192
+557
+12% +$55K 0.16% 68
2019
Q4 		$559K Sell
4,635
-8
-0.2% -$942 0.19% 51
2019
Q3 		$551K Buy
4,643
+134
+3% +$16.3K 0.21% 44
2019
Q2 		$561K Sell
4,509
-34
-0.7% -$4.11K 0.21% 48
2019
Q1 		$560K Hold
4,543
– – 0.22% 46
2018
Q4 		$494K Sell
4,543
-649
-13% -$75.2K 0.19% 50
2018
Q3 		$635K Sell
5,192
-838
-14% -$102K 0.24% 40
2018
Q2 		$762K Sell
6,030
-36
-0.6% -$4.47K 0.33% 36
2018
Q1 		$692K Sell
6,066
-27
-0.4% -$3.23K 0.31% 35
2017
Q4 		$763K Sell
6,093
-29
-0.5% -$3.44K 0.32% 36
2017
Q3 		$719K Buy
6,122
+230
+4% +$25.1K 0.31% 34
2017
Q2 		$615K Buy
5,892
+48
+0.8% +$5.08K 0.28% 34
2017
Q1 		$627K Sell
5,844
-73
-1% -$8.19K 0.31% 31
2016
Q4 		$697K Buy
5,917
+5,313
+880% +$579K 0.36% 31
2016
Q3 		$5.87K Sell
604
-5,219
-90% -$533K 0.2% 43
2016
Q2 		$610K Hold
5,823
– – 0.34% 31
2016
Q1 		$556K Sell
5,823
-1,039
-15% -$90.9K 0.31% 35
2015
Q4 		$617K Buy
6,862
+5
+0.1% +$451 0.31% 35
2015
Q3 		$541K Buy
6,857
+3,252
+90% +$274K 0.32% 35
2015
Q2 		$348K Buy
3,605
+1,109
+44% +$116K 0.22% 39
2015
Q1 		$262K Sell
2,496
-3,999
-62% -$427K 0.17% 45
2014
Q4 		$729K Sell
6,495
-38
-0.6% -$4.32K 0.59% 24
2014
Q3 		$779K Buy
6,533
+4,234
+184% +$540K 0.61% 20
2014
Q2 		$300K Buy
2,299
+1
+0% +$124 0.24% 39
2014
Q1 		$273K Sell
2,298
-4,033
-64% -$469K 0.22% 40
2013
Q4 		$791K Sell
6,331
-101
-2% -$12.2K 0.63% 19
2013
Q3 		$781K Buy
6,432
+1
+0% +$123 0.68% 17
2013
Q2 		$761K Buy
+6,431
New +$777K 0.67% 20

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BSW Wealth Partners's CVX Position: Q2 2026 in Review

BSW Wealth Partners reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $35.4K and leaving 4,794 shares worth $795K. The position accounts for 0.09% of the portfolio, ranked #127.

BSW Wealth Partners first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.03M in Q1 2026. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BSW Wealth Partners held 4,794 shares of Chevron worth $795K as of Q2 2026.
  • BSW Wealth Partners sold 190 Chevron shares in Q2 2026, an estimated $35.4K.
  • Chevron made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • BSW Wealth Partners first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • BSW Wealth Partners's Chevron position peaked at $1.03M in Q1 2026.
  • 1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.