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Bullock Wealth Management’s Chevron CVX Stock Holding History

Bullock 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 		$956K Buy
5,771
+165
+3% +$30.7K 0.41% 62
2026
Q1 		$1.11M Sell
5,606
-7
-0.1% -$1.28K 0.56% 45
2025
Q4 		$856K Buy
5,613
+129
+2% +$19.6K 0.42% 62
2025
Q3 		$848K Sell
5,484
-62
-1% -$9.6K 0.42% 57
2025
Q2 		$807K Sell
5,546
-86
-2% -$12.1K 0.43% 56
2025
Q1 		$949K Buy
5,632
+22
+0.4% +$3.44K 0.53% 40
2024
Q4 		$813K Buy
5,610
+74
+1% +$11.3K 0.47% 49
2024
Q3 		$829K Buy
5,536
+110
+2% +$16.4K 0.5% 48
2024
Q2 		$849K Sell
5,426
-158
-3% -$25.2K 0.56% 36
2024
Q1 		$888K Buy
+5,584
New +$843K 0.6% 32

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bullock Wealth Management's CVX Position: Q2 2026 in Review

Bullock Wealth Management increased its Chevron (CVX) stake by 2.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,771 shares worth $956K. The position accounts for 0.41% of the portfolio, ranked #62.

Bullock Wealth Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2026. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bullock Wealth Management held 5,771 shares of Chevron worth $956K as of Q2 2026.
  • Bullock Wealth Management bought 165 Chevron shares in Q2 2026, an estimated $30.7K.
  • Chevron made up 0.41% of Bullock Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Bullock Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Chevron position peaked at $1.11M in Q1 2026.
  • 4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.