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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Brady Martz Wealth Solutions's CVX Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Chevron (CVX) stake by 1.9% in Q2 2026, buying an estimated $43.7K and bringing the position to 12,380 shares worth $2.05M. The position accounts for 0.31% of the portfolio, ranked #71.

Brady Martz Wealth Solutions first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brady Martz Wealth Solutions held 12,380 shares of Chevron worth $2.05M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 235 Chevron shares in Q2 2026, an estimated $43.7K.
  • Chevron made up 0.31% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #71 holding.
  • Brady Martz Wealth Solutions first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's Chevron position peaked at $2.51M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.