BFG
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Berger Financial Group’s Chevron CVX Stock Holding History

Berger Financial Group’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 		$610K Sell
3,679
-89
-2% -$16.6K 0.03% 277
2026
Q1 		$780K Sell
3,768
-151
-4% -$27.5K 0.04% 233
2025
Q4 		$597K Sell
3,919
-156
-4% -$23.8K 0.03% 270
2025
Q3 		$633K Buy
4,075
+95
+2% +$14.7K 0.04% 257
2025
Q2 		$570K Sell
3,980
-439
-10% -$61.9K 0.04% 253
2025
Q1 		$739K Buy
4,419
+92
+2% +$14.4K 0.05% 213
2024
Q4 		$627K Sell
4,327
-112
-3% -$17.1K 0.04% 226
2024
Q3 		$654K Buy
4,439
+585
+15% +$87.1K 0.05% 197
2024
Q2 		$603K Buy
3,854
+549
+17% +$87.5K 0.05% 189
2024
Q1 		$521K Buy
3,305
+67
+2% +$10.1K 0.04% 200
2023
Q4 		$483K Buy
3,238
+29
+0.9% +$4.39K 0.05% 169
2023
Q3 		$541K Buy
3,209
+6
+0.2% +$969 0.06% 153
2023
Q2 		$504K Buy
3,203
+5
+0.2% +$802 0.06% 155
2023
Q1 		$522K Buy
3,198
+189
+6% +$31.7K 0.06% 150
2022
Q4 		$540K Sell
3,009
-194
-6% -$33.9K 0.07% 143
2022
Q3 		$460K Sell
3,203
-404
-11% -$61.6K 0.07% 148
2022
Q2 		$522K Buy
3,607
+565
+19% +$93.4K 0.08% 131
2022
Q1 		$495K Buy
3,042
+796
+35% +$114K 0.06% 150
2021
Q4 		$264K Buy
+2,246
New +$255K 0.04% 223

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Berger Financial Group's CVX Position: Q2 2026 in Review

Berger Financial Group reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $16.6K and leaving 3,679 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #277.

Berger Financial Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $780K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Berger Financial Group held 3,679 shares of Chevron worth $610K as of Q2 2026.
  • Berger Financial Group sold 89 Chevron shares in Q2 2026, an estimated $16.6K.
  • Chevron made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #277 holding.
  • Berger Financial Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Chevron position peaked at $780K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.