Burton Enright Welch’s Chevron CVX Stock Holding History

Burton Enright Welch’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	$13.1M	Sell	79,217 -1,419	-2%	-$264K	1.54%	15
2026 Q1	$16.7M	Sell	80,636 -2,028	-2%	-$370K	2.27%	12
2025 Q4	$12.6M	Buy	82,664 +84	+0.1%	+$12.8K	1.77%	14
2025 Q3	$12.8M	Sell	82,580 -314	-0.4%	-$48.6K	1.94%	14
2025 Q2	$11.9M	Sell	82,894 -103	-0.1%	-$14.5K	2.06%	14
2025 Q1	$13.9M	Sell	82,997 -23	-0%	-$3.6K	2.82%	8
2024 Q4	$12M	Sell	83,020 -639	-0.8%	-$97.8K	2.52%	11
2024 Q3	$12.3M	Sell	83,659 -51	-0.1%	-$7.59K	2.64%	11
2024 Q2	$13.1M	Hold	83,710	–	–	3.02%	8
2024 Q1	$13.2M	Sell	83,710 -14	-0%	-$2.11K	3.18%	8
2023 Q4	$12.5M	Sell	83,724 -3,134	-4%	-$474K	3.34%	8
2023 Q3	$14.6M	Sell	86,858 -1,914	-2%	-$309K	4.52%	8
2023 Q2	$14M	Sell	88,772 -4,039	-4%	-$648K	4.36%	8
2023 Q1	$15.1M	Sell	92,811 -1,198	-1%	-$201K	5.77%	5
2022 Q4	$16.9M	Sell	94,009 -12,266	-12%	-$2.14M	7.02%	3
2022 Q3	$15.3M	Sell	106,275 -10,140	-9%	-$1.55M	7.58%	3
2022 Q2	$16.9M	Sell	116,415 -2,057	-2%	-$340K	10.13%	2
2022 Q1	$19.3M	Sell	118,472 -5,322	-4%	-$763K	10.65%	2
2021 Q4	$14.5M	Buy	+123,794	New	+$14.1M	9.72%	2

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

Burton Enright Welch's CVX Position: Q2 2026 in Review

Burton Enright Welch reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $264K and leaving 79,217 shares worth $13.1M. The position accounts for 1.54% of the portfolio, ranked #15.

Burton Enright Welch first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.3M in Q1 2022. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Burton Enright Welch held 79,217 shares of Chevron worth $13.1M as of Q2 2026.
Burton Enright Welch sold 1,419 Chevron shares in Q2 2026, an estimated $264K.
Chevron made up 1.54% of Burton Enright Welch's portfolio in Q2 2026, its #15 holding.
Burton Enright Welch first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's Chevron position peaked at $19.3M in Q1 2022.
4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.