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Brendel Financial Advisors’s Chevron CVX Stock Holding History

Brendel Financial Advisors’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 		$1.03M Hold
6,223
– – 0.48% 50
2026
Q1 		$1.29M Hold
6,223
– – 0.64% 46
2025
Q4 		$948K Sell
6,223
-11
-0.2% -$1.68K 0.47% 52
2025
Q3 		$968K Buy
6,234
+76
+1% +$11.8K 0.5% 52
2025
Q2 		$882K Sell
6,158
-27
-0.4% -$3.81K 0.49% 51
2025
Q1 		$1.03M Sell
6,185
-116
-2% -$18.2K 0.63% 45
2024
Q4 		$913K Sell
6,301
-1,219
-16% -$187K 0.55% 45
2024
Q3 		$1.11M Sell
7,520
-572
-7% -$85.1K 0.63% 47
2024
Q2 		$1.27M Buy
+8,092
New +$1.29M 0.81% 43
2024
Q1 		– Sell
-28,163
Closed -$4.2M – 68
2023
Q4 		$4.2M Buy
+28,163
New +$4.26M 2.75% 4
2023
Q2 		– Sell
-30,829
Closed -$5.03M – 62
2023
Q1 		$5.03M Buy
+30,829
New +$5.17M 3.72% 4
2022
Q3 		– Sell
-29,642
Closed -$4.29M – 56
2022
Q2 		$4.29M Sell
29,642
-4,246
-13% -$702K 3.74% 4
2022
Q1 		$5.52M Buy
33,888
+13,193
+64% +$1.89M 3% 5
2021
Q4 		$2.43M Buy
+20,695
New +$2.35M 1.26% 33
2021
Q3 		– Sell
-7,049
Closed -$738K – 115
2021
Q2 		$738K Hold
7,049
– – 0.41% 60
2021
Q1 		$739K Hold
7,049
– – 0.49% 56
2020
Q4 		$595K Sell
7,049
-22
-0.3% -$1.78K 0.4% 57
2020
Q3 		$509K Sell
7,071
-191
-3% -$16.1K 0.41% 51
2020
Q2 		$648K Hold
7,262
– – 0.56% 53
2020
Q1 		$526K Hold
7,262
– – 0.62% 43
2019
Q4 		$875K Sell
7,262
-462
-6% -$54.4K 0.74% 44
2019
Q3 		$916K Buy
7,724
+100
+1% +$12.1K 0.82% 38
2019
Q2 		$949K Buy
7,624
+525
+7% +$63.5K 0.92% 34
2019
Q1 		$874K Hold
7,099
– – 0.78% 40
2018
Q4 		$772K Buy
+7,099
New +$822K 0.89% 40

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Brendel Financial Advisors's CVX Position: Q2 2026 in Review

Brendel Financial Advisors held its Chevron (CVX) position steady in Q2 2026 at 6,223 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #50.

Brendel Financial Advisors first reported a position in CVX in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.52M in Q1 2022. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brendel Financial Advisors held 6,223 shares of Chevron worth $1.03M as of Q2 2026.
  • Brendel Financial Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.48% of Brendel Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Brendel Financial Advisors first reported a position in Chevron in Q4 2018 and has held it in 25 quarters since.
  • Brendel Financial Advisors's Chevron position peaked at $5.52M in Q1 2022.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.