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Briaud Financial Planning’s Chevron CVX Stock Holding History

Briaud Financial Planning’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 		– Sell
-1,188
Closed -$246K – 43
2026
Q1 		$246K Buy
+1,188
New +$217K 0.06% 32
2025
Q3 		– Sell
-1,188
Closed -$170K – 89
2025
Q2 		$170K Buy
1,188
+701
+144% +$98.8K 0.07% 47
2025
Q1 		$81K Hold
487
– – 0.03% 64
2024
Q4 		$70K Hold
487
– – 0.03% 67
2024
Q3 		$71K Hold
487
– – 0.04% 50
2024
Q2 		$76K Hold
487
– – 0.04% 45
2024
Q1 		$77K Buy
+487
New +$73.5K 0.04% 46
2023
Q4 		– Sell
-487
Closed -$82K – 53
2023
Q3 		$82K Buy
+487
New +$78.7K 0.07% 43

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Briaud Financial Planning's CVX Position: Q2 2026 in Review

Briaud Financial Planning sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,188 shares — an estimated $246K sold.

Briaud Financial Planning first reported a position in CVX in Q3 2023 and held it in 8 quarters. The position peaked at $246K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Briaud Financial Planning reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Briaud Financial Planning sold 1,188 Chevron shares in Q2 2026, an estimated $246K.
  • Briaud Financial Planning first reported a position in Chevron in Q3 2023 and held it in 8 quarters.
  • Briaud Financial Planning's Chevron position peaked at $246K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.