Bradley & Co Private Wealth Management’s Chevron CVX Stock Holding History

Bradley & Co Private 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	$110K	Buy	661 +341	+107%	+$63.5K	0.05%	77
2026 Q1	$66.2K	Hold	320	–	–	0.03%	86
2025 Q4	$48.8K	Hold	320	–	–	0.03%	92
2025 Q3	$49.7K	Hold	320	–	–	0.03%	78
2025 Q2	$45.8K	Hold	320	–	–	0.03%	77
2025 Q1	$53.5K	Hold	320	–	–	0.04%	70
2024 Q4	$46.3K	Buy	+320	New	+$49K	0.03%	75
2024 Q2	$50.1K	Hold	320	–	–	0.04%	68
2024 Q1	$50.5K	Hold	320	–	–	0.04%	69
2023 Q4	$47.7K	Hold	320	–	–	0.04%	63
2023 Q3	$54K	Hold	320	–	–	0.06%	55
2023 Q2	$50.4K	Hold	320	–	–	0.05%	59
2023 Q1	$52.2K	Hold	320	–	–	0.06%	55
2022 Q4	$57.4K	Hold	320	–	–	0.07%	57
2022 Q3	$46K	Hold	320	–	–	0.05%	68
2022 Q2	$46K	Buy	320 +20	+7%	+$3.31K	0.05%	84
2022 Q1	$49K	Hold	300	–	–	0.04%	86
2021 Q4	$35K	Hold	300	–	–	0.03%	101
2021 Q3	$30K	Hold	300	–	–	0.03%	110
2021 Q2	$31K	Hold	300	–	–	0.03%	116
2021 Q1	$31K	Buy	+300	New	+$29.3K	0.03%	114

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's CVX Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its Chevron (CVX) stake by 107% in Q2 2026, buying an estimated $63.5K and bringing the position to 661 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #77.

Bradley & Co Private Wealth Management first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Bradley & Co Private Wealth Management held 661 shares of Chevron worth $110K as of Q2 2026.
Bradley & Co Private Wealth Management bought 341 Chevron shares in Q2 2026, an estimated $63.5K.
Chevron made up 0.05% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #77 holding.
Bradley & Co Private Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.