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BXM Wealth’s Chevron CVX Stock Holding History

BXM Wealth’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 		$1.91M Buy
11,548
+3,121
+37% +$581K 1.04% 19
2026
Q1 		$1.74M Sell
8,427
-106,540
-93% -$19.4M 1.34% 19
2025
Q4 		$1.19M Buy
114,967
+105,235
+1,081% +$16M 0.92% 25
2025
Q3 		$1.51M Buy
9,732
+1,162
+14% +$180K 1.43% 16
2025
Q2 		$1.23M Sell
8,570
-2,151
-20% -$303K 1.46% 21
2025
Q1 		$1.77M Buy
10,721
+1,691
+19% +$265K 2.13% 11
2024
Q4 		$1.31M Buy
+9,030
New +$1.38M 1.83% 16

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BXM Wealth's CVX Position: Q2 2026 in Review

BXM Wealth increased its Chevron (CVX) stake by 37% in Q2 2026, buying an estimated $581K and bringing the position to 11,548 shares worth $1.91M. The position accounts for 1.04% of the portfolio, ranked #19.

BXM Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 1,421 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BXM Wealth held 11,548 shares of Chevron worth $1.91M as of Q2 2026.
  • BXM Wealth bought 3,121 Chevron shares in Q2 2026, an estimated $581K.
  • Chevron made up 1.04% of BXM Wealth's portfolio in Q2 2026, its #19 holding.
  • BXM Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 1,421 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.