Brewster Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Brewster Financial Planning's CVX Position: Q2 2026 in Review
Brewster Financial Planning increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $3.72K and bringing the position to 1,949 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #24.
Brewster Financial Planning first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Brewster Financial Planning held 1,949 shares of Chevron worth $323K as of Q2 2026.
- Brewster Financial Planning bought 20 Chevron shares in Q2 2026, an estimated $3.72K.
- Chevron made up 0.18% of Brewster Financial Planning's portfolio in Q2 2026, its #24 holding.
- Brewster Financial Planning first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
- Brewster Financial Planning's Chevron position peaked at $399K in Q1 2026.
- 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.