BFW
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Brady Family Wealth’s Chevron CVX Stock Holding History

Brady Family 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 		$1.77M Sell
10,659
-45
-0.4% -$8.38K 0.51% 54
2026
Q1 		$2.21M Buy
10,704
+123
+1% +$22.4K 0.69% 44
2025
Q4 		$1.61M Sell
10,581
-308
-3% -$46.9K 0.5% 49
2025
Q3 		$1.69M Sell
10,889
-1,846
-14% -$286K 0.52% 48
2025
Q2 		$1.82M Sell
12,735
-35
-0.3% -$4.93K 0.56% 49
2025
Q1 		$2.14M Sell
12,770
-1,599
-11% -$250K 0.68% 46
2024
Q4 		$2.08M Buy
14,369
+199
+1% +$30.5K 0.64% 48
2024
Q3 		$2.09M Buy
14,170
+51
+0.4% +$7.59K 0.63% 48
2024
Q2 		$2.21M Buy
14,119
+45
+0.3% +$7.18K 0.71% 47
2024
Q1 		$2.22M Sell
14,074
-425
-3% -$64.1K 0.72% 46
2023
Q4 		$2.16M Buy
14,499
+415
+3% +$62.8K 0.74% 45
2023
Q3 		$2.37M Buy
14,084
+2,006
+17% +$324K 0.92% 41
2023
Q2 		$1.9M Buy
12,078
+409
+4% +$65.6K 0.71% 47
2023
Q1 		$1.9M Buy
11,669
+1,265
+12% +$212K 0.75% 46
2022
Q4 		$1.87M Buy
+10,404
New +$1.82M 0.77% 48

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brady Family Wealth's CVX Position: Q2 2026 in Review

Brady Family Wealth reduced its Chevron (CVX) stake by 0.42% in Q2 2026, selling an estimated $8.38K and leaving 10,659 shares worth $1.77M. The position accounts for 0.51% of the portfolio, ranked #54.

Brady Family Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brady Family Wealth held 10,659 shares of Chevron worth $1.77M as of Q2 2026.
  • Brady Family Wealth sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
  • Chevron made up 0.51% of Brady Family Wealth's portfolio in Q2 2026, its #54 holding.
  • Brady Family Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Chevron position peaked at $2.37M in Q3 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.