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Burney Company’s Chevron CVX Stock Holding History

Burney Company’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 		$2.04M Buy
12,290
+587
+5% +$109K 0.05% 235
2026
Q1 		$2.42M Sell
11,703
-8,587
-42% -$1.57M 0.08% 201
2025
Q4 		$3.09M Sell
20,290
-2,174
-10% -$331K 0.1% 189
2025
Q3 		$3.49M Sell
22,464
-2,631
-10% -$407K 0.11% 169
2025
Q2 		$3.59M Sell
25,095
-6,358
-20% -$896K 0.12% 159
2025
Q1 		$5.26M Sell
31,453
-2,612
-8% -$409K 0.19% 120
2024
Q4 		$4.93M Sell
34,065
-6,400
-16% -$980K 0.17% 127
2024
Q3 		$5.96M Buy
40,465
+9,164
+29% +$1.36M 0.21% 115
2024
Q2 		$4.9M Buy
31,301
+13,820
+79% +$2.2M 0.19% 128
2024
Q1 		$2.76M Buy
17,481
+275
+2% +$41.5K 0.11% 192
2023
Q4 		$2.57M Buy
17,206
+32
+0.2% +$4.84K 0.11% 203
2023
Q3 		$2.9M Sell
17,174
-359
-2% -$58K 0.14% 177
2023
Q2 		$2.76M Buy
17,533
+194
+1% +$31.1K 0.13% 191
2023
Q1 		$2.83M Buy
17,339
+103
+0.6% +$17.3K 0.14% 181
2022
Q4 		$3.09M Sell
17,236
-992
-5% -$173K 0.16% 161
2022
Q3 		$2.62M Buy
18,228
+496
+3% +$75.6K 0.14% 166
2022
Q2 		$2.57M Sell
17,732
-497
-3% -$82.2K 0.14% 178
2022
Q1 		$2.97M Sell
18,229
-273
-1% -$39.2K 0.14% 181
2021
Q4 		$2.17M Sell
18,502
-22
-0.1% -$2.5K 0.09% 225
2021
Q3 		$1.88M Buy
18,524
+228
+1% +$22.7K 0.09% 232
2021
Q2 		$1.92M Sell
18,296
-45
-0.2% -$4.75K 0.09% 238
2021
Q1 		$1.92M Sell
18,341
-156
-0.8% -$15.2K 0.09% 228
2020
Q4 		$1.56M Sell
18,497
-4,715
-20% -$382K 0.09% 242
2020
Q3 		$1.67M Sell
23,212
-3,348
-13% -$282K 0.1% 229
2020
Q2 		$2.37M Sell
26,560
-32,618
-55% -$2.92M 0.15% 171
2020
Q1 		$4.29M Sell
59,178
-57,488
-49% -$5.68M 0.33% 91
2019
Q4 		$14.1M Buy
116,666
+5,930
+5% +$698K 0.78% 26
2019
Q3 		$13.1M Buy
110,736
+8,032
+8% +$975K 0.79% 24
2019
Q2 		$12.8M Buy
102,704
+42,542
+71% +$5.14M 0.78% 27
2019
Q1 		$7.41M Buy
60,162
+41,859
+229% +$4.95M 0.46% 71
2018
Q4 		$1.99M Buy
18,303
+2,587
+16% +$300K 0.14% 174
2018
Q3 		$1.92M Sell
15,716
-3,063
-16% -$372K 0.11% 199
2018
Q2 		$2.37M Buy
18,779
+4,603
+32% +$571K 0.14% 176
2018
Q1 		$1.62M Sell
14,176
-5,110
-26% -$611K 0.1% 206
2017
Q4 		$2.41M Buy
19,286
+1,780
+10% +$211K 0.14% 170
2017
Q3 		$2.06M Sell
17,506
-1,200
-6% -$131K 0.13% 172
2017
Q2 		$1.95M Sell
18,706
-1,226
-6% -$130K 0.13% 172
2017
Q1 		$2.14M Buy
19,932
+38
+0.2% +$4.26K 0.14% 161
2016
Q4 		$2.34M Buy
19,894
+9
+0% +$980 0.16% 146
2016
Q3 		$2.03M Sell
19,885
-163
-0.8% -$16.6K 0.14% 153
2016
Q2 		$2.1M Sell
20,048
-1,391
-6% -$140K 0.15% 147
2016
Q1 		$2.04M Sell
21,439
-606
-3% -$53K 0.15% 149
2015
Q4 		$1.99M Sell
22,045
-1,788
-8% -$161K 0.15% 149
2015
Q3 		$1.88M Sell
23,833
-5,308
-18% -$447K 0.14% 154
2015
Q2 		$2.81M Sell
29,141
-2,496
-8% -$262K 0.19% 132
2015
Q1 		$3.32M Buy
31,637
+2,400
+8% +$256K 0.23% 122
2014
Q4 		$3.28M Sell
29,237
-9,628
-25% -$1.09M 0.26% 109
2014
Q3 		$4.64M Sell
38,865
-87
-0.2% -$11.1K 0.4% 84
2014
Q2 		$5.08M Sell
38,952
-1,781
-4% -$222K 0.44% 73
2014
Q1 		$4.84M Sell
40,733
-3,217
-7% -$374K 0.44% 75
2013
Q4 		$5.49M Sell
43,950
-5,090
-10% -$615K 0.53% 62
2013
Q3 		$5.96M Buy
49,040
+2,009
+4% +$247K 0.67% 47
2013
Q2 		$5.57M Buy
+47,031
New +$5.68M 0.69% 43

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Burney Company's CVX Position: Q2 2026 in Review

Burney Company increased its Chevron (CVX) stake by 5% in Q2 2026, buying an estimated $109K and bringing the position to 12,290 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #235.

Burney Company first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.1M in Q4 2019. 1,143 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Burney Company held 12,290 shares of Chevron worth $2.04M as of Q2 2026.
  • Burney Company bought 587 Chevron shares in Q2 2026, an estimated $109K.
  • Chevron made up 0.05% of Burney Company's portfolio in Q2 2026, its #235 holding.
  • Burney Company first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Chevron position peaked at $14.1M in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.