BC
CVX icon

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
Q3 		$5.02K Hold
25
– – ﹤0.01% 100
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 		$3.82K Hold
25
– – ﹤0.01% 95
2025
Q2 		$3.52K Buy
+25
New +$3.52K ﹤0.01% 89

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bulwark Capital's CVX Position: Q3 2026 in Review

Bulwark Capital held its Chevron (CVX) position steady in Q3 2026 at 25 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #100.

Bulwark Capital first reported a position in CVX in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.08K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Bulwark Capital held 25 shares of Chevron worth $5.02K as of Q3 2026.
  • Bulwark Capital left its Chevron share count unchanged in Q3 2026.
  • Chevron made up ﹤0.01% of Bulwark Capital's portfolio in Q3 2026, its #100 holding.
  • Bulwark Capital first reported a position in Chevron in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's Chevron position peaked at $5.08K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.