BFG
CVX icon

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
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

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

Berger Financial Group's CVX Position: Q1 2026 in Review

Berger Financial Group reduced its Chevron (CVX) stake by 3.9% in Q1 2026, selling an estimated $27.5K and leaving 3,768 shares worth $780K. The position accounts for 0.04% of the portfolio, ranked #233.

Berger Financial Group first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Berger Financial Group held 3,768 shares of Chevron worth $780K as of Q1 2026.
  • Berger Financial Group sold 151 Chevron shares in Q1 2026, an estimated $27.5K.
  • Chevron made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #233 holding.
  • Berger Financial Group first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.