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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BWM Planning's CVX Position: Q1 2026 in Review

BWM Planning reduced its Chevron (CVX) stake by 17% in Q1 2026, selling an estimated $593K and leaving 15,570 shares worth $3.22M. The position accounts for 0.85% of the portfolio, ranked #29.

BWM Planning first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • BWM Planning held 15,570 shares of Chevron worth $3.22M as of Q1 2026.
  • BWM Planning sold 3,252 Chevron shares in Q1 2026, an estimated $593K.
  • Chevron made up 0.85% of BWM Planning's portfolio in Q1 2026, its #29 holding.
  • BWM Planning first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.