Eagle Bluffs Wealth Management’s Chevron CVX Stock Holding History

Eagle Bluffs Wealth Management’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	$1.23M	Buy	7,403 +101	+1%	+$18.8K	0.41%	46
2026 Q1	$1.51M	Buy	7,302 +624	+9%	+$114K	0.59%	40
2025 Q4	$1.02M	Sell	6,678 -77	-1%	-$11.7K	0.41%	45
2025 Q3	$1.05M	Buy	6,755 +569	+9%	+$88.1K	0.45%	47
2025 Q2	$886K	Buy	6,186 +122	+2%	+$17.2K	0.42%	47
2025 Q1	$1.01M	Buy	6,064 +141	+2%	+$22.1K	0.54%	43
2024 Q4	$858K	Buy	5,923 +545	+10%	+$83.4K	0.46%	45
2024 Q3	$792K	Buy	5,378 +12	+0.2%	+$1.79K	0.43%	48
2024 Q2	$839K	Buy	5,366 +99	+2%	+$15.8K	0.49%	44
2024 Q1	$831K	Buy	5,267 +170	+3%	+$25.7K	0.52%	45
2023 Q4	$760K	Buy	5,097 +153	+3%	+$23.1K	0.52%	45
2023 Q3	$834K	Buy	+4,944	New	+$799K	0.64%	39
2022 Q1	–	Sell	-7,980	Closed	-$936K	–	67
2021 Q4	$936K	Buy	+7,980	New	+$906K	0.98%	33

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

Eagle Bluffs Wealth Management's CVX Position: Q2 2026 in Review

Eagle Bluffs Wealth Management increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,403 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #46.

Eagle Bluffs Wealth Management first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Eagle Bluffs Wealth Management held 7,403 shares of Chevron worth $1.23M as of Q2 2026.
Eagle Bluffs Wealth Management bought 101 Chevron shares in Q2 2026, an estimated $18.8K.
Chevron made up 0.41% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #46 holding.
Eagle Bluffs Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
Eagle Bluffs Wealth Management's Chevron position peaked at $1.51M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.