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Burling Wealth Partners’s Chevron CVX Stock Holding History

Burling 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 		$1.55M Sell
9,326
-80
-0.9% -$14.9K 0.23% 82
2026
Q1 		$1.95M Sell
9,406
-659
-7% -$120K 0.31% 73
2025
Q4 		$1.53M Sell
10,065
-1,086
-10% -$165K 0.24% 79
2025
Q3 		$1.73M Sell
11,151
-2,389
-18% -$370K 0.29% 73
2025
Q2 		$1.94M Sell
13,540
-782
-5% -$110K 0.36% 68
2025
Q1 		$2.4M Sell
14,322
-2,056
-13% -$322K 0.5% 56
2024
Q4 		$2.37M Buy
+16,378
New +$2.51M 0.48% 58

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

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

Burling Wealth Partners reduced its Chevron (CVX) stake by 0.85% in Q2 2026, selling an estimated $14.9K and leaving 9,326 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #82.

Burling Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Burling Wealth Partners held 9,326 shares of Chevron worth $1.55M as of Q2 2026.
  • Burling Wealth Partners sold 80 Chevron shares in Q2 2026, an estimated $14.9K.
  • Chevron made up 0.23% of Burling Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Burling Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Chevron position peaked at $2.4M in Q1 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.