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Bright Financial Advisors’s Chevron CVX Stock Holding History

Bright 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
Q1 		$602K Buy
2,910
+1,170
+67% +$213K 0.28% 36
2025
Q4 		$265K Hold
1,740
– – 0.13% 54
2025
Q3 		$270K Hold
1,740
– – 0.13% 53
2025
Q2 		$249K Hold
1,740
– – 0.14% 50
2025
Q1 		$291K Buy
+1,740
New +$272K 0.18% 46

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bright Financial Advisors's CVX Position: Q1 2026 in Review

Bright Financial Advisors increased its Chevron (CVX) stake by 67% in Q1 2026, buying an estimated $213K and bringing the position to 2,910 shares worth $602K. The position accounts for 0.28% of the portfolio, ranked #36.

Bright Financial Advisors first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Bright Financial Advisors held 2,910 shares of Chevron worth $602K as of Q1 2026.
  • Bright Financial Advisors bought 1,170 Chevron shares in Q1 2026, an estimated $213K.
  • Chevron made up 0.28% of Bright Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Bright Financial Advisors first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.