Burk Holdings’s Chevron CVX Stock Holding History

Burk Holdings’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	$41.6K	Hold	251	–	–	0.02%	160
2026 Q1	$51.9K	Buy	+251	New	+$45.8K	0.02%	148

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Burk Holdings's CVX Position: Q2 2026 in Review

Burk Holdings held its Chevron (CVX) position steady in Q2 2026 at 251 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #160.

Burk Holdings first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $51.9K in Q1 2026. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Burk Holdings held 251 shares of Chevron worth $41.6K as of Q2 2026.
Burk Holdings left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of Burk Holdings's portfolio in Q2 2026, its #160 holding.
Burk Holdings first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Chevron position peaked at $51.9K in Q1 2026.
4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.