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BWM Planning’s Chevron CVX Stock Holding History

BWM Planning’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 		$2.6M Buy
15,675
+105
+0.7% +$19.5K 0.6% 32
2026
Q1 		$3.22M Sell
15,570
-3,252
-17% -$593K 0.85% 29
2025
Q4 		$2.87M Buy
18,822
+877
+5% +$134K 0.77% 29
2025
Q3 		$2.79M Buy
17,945
+8,181
+84% +$1.27M 0.83% 29
2025
Q2 		$1.4M Sell
9,764
-72
-0.7% -$10.2K 0.48% 32
2025
Q1 		$1.65M Sell
9,836
-921
-9% -$144K 0.7% 28
2024
Q4 		$1.56M Sell
10,757
-13
-0.1% -$1.99K 0.68% 29
2024
Q3 		$1.59M Buy
+10,770
New +$1.6M 0.7% 29

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BWM Planning's CVX Position: Q2 2026 in Review

BWM Planning increased its Chevron (CVX) stake by 0.67% in Q2 2026, buying an estimated $19.5K and bringing the position to 15,675 shares worth $2.6M. The position accounts for 0.6% of the portfolio, ranked #32.

BWM Planning first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BWM Planning held 15,675 shares of Chevron worth $2.6M as of Q2 2026.
  • BWM Planning bought 105 Chevron shares in Q2 2026, an estimated $19.5K.
  • Chevron made up 0.6% of BWM Planning's portfolio in Q2 2026, its #32 holding.
  • BWM Planning first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Chevron position peaked at $3.22M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.