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Bulwark Capital’s Chevron CVX Stock Holding History

Bulwark Capital’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 		$4.07K Hold
25
– – ﹤0.01% 99
2026
Q1 		$5.08K Hold
25
– – ﹤0.01% 92
2025
Q4 		$3.74K Hold
25
– – ﹤0.01% 91
2025
Q3 		$3.81K Hold
25
– – ﹤0.01% 95
2025
Q2 		$3.52K Buy
+25
New +$3.52K ﹤0.01% 89

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Bulwark Capital's CVX Position: Q2 2026 in Review

Bulwark Capital held its Chevron (CVX) position steady in Q2 2026 at 25 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

Bulwark Capital first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.08K in Q1 2026. 2,170 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bulwark Capital held 25 shares of Chevron worth $4.07K as of Q2 2026.
  • Bulwark Capital left its Chevron share count unchanged in Q2 2026.
  • Chevron made up ﹤0.01% of Bulwark Capital's portfolio in Q2 2026, its #99 holding.
  • Bulwark Capital first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's Chevron position peaked at $5.08K in Q1 2026.
  • 2,170 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.