Brady Martz Wealth Solutions’s Chevron CVX Stock Holding History

Brady Martz Wealth Solutions’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 Q3	$2.69M	Buy	13,160 +780	+6%	+$154K	0.4%	55
2026 Q2	$2.05M	Buy	12,380 +235	+2%	+$43.7K	0.31%	71
2026 Q1	$2.51M	Sell	12,145 -1,303	-10%	-$238K	0.43%	54
2025 Q4	$2.05M	Buy	13,448 +261	+2%	+$39.8K	0.36%	56
2025 Q3	$2.05M	Buy	13,187 +4	+0%	+$619	0.37%	57
2025 Q2	$1.89M	Sell	13,183 -50	-0.4%	-$7.05K	0.37%	59
2025 Q1	$2.21M	Sell	13,233 -118	-0.9%	-$18.5K	0.5%	51
2024 Q4	$2.09M	Buy	+13,351	New	+$2.04M	0.51%	49

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Brady Martz Wealth Solutions's CVX Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Chevron (CVX) stake by 6.3% in Q3 2026, buying an estimated $154K and bringing the position to 13,160 shares worth $2.69M. The position accounts for 0.4% of the portfolio, ranked #55.

Brady Martz Wealth Solutions first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Brady Martz Wealth Solutions held 13,160 shares of Chevron worth $2.69M as of Q3 2026.
Brady Martz Wealth Solutions bought 780 Chevron shares in Q3 2026, an estimated $154K.
Chevron made up 0.4% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #55 holding.
Brady Martz Wealth Solutions first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.