Brandywine Financial Group
CVX icon

Brandywine Financial Group’s Chevron CVX Stock Holding History

Brandywine 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
Q3 		$49.4K Hold
242
– – 0.04% 33
2026
Q2 		$40.1K Hold
242
– – 0.48% 10
2026
Q1 		$50.1K Hold
242
– – 0.04% 21
2025
Q4 		$36.9K Buy
+242
New +$36.9K 0.08% 25

Other funds holding CVX

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Brandywine Financial Group's CVX Position: Q3 2026 in Review

Brandywine Financial Group held its Chevron (CVX) position steady in Q3 2026 at 242 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #33.

Brandywine Financial Group first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $50.1K in Q1 2026. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Brandywine Financial Group held 242 shares of Chevron worth $49.4K as of Q3 2026.
  • Brandywine Financial Group left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.04% of Brandywine Financial Group's portfolio in Q3 2026, its #33 holding.
  • Brandywine Financial Group first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Brandywine Financial Group's Chevron position peaked at $50.1K in Q1 2026.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Brandywine Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.