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Broadleaf Partners’s Chevron CVX Stock Holding History

Broadleaf Partners’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 		$351K Hold
1,696
– – 0.08% 64
2025
Q4 		$258K Buy
1,696
+60
+4% +$9.14K 0.05% 78
2025
Q3 		$254K Sell
1,636
-317
-16% -$49.1K 0.05% 77
2025
Q2 		$280K Hold
1,953
– – 0.06% 75
2025
Q1 		$327K Hold
1,953
– – 0.09% 66
2024
Q4 		$283K Hold
1,953
– – 0.07% 69
2024
Q3 		$288K Hold
1,953
– – 0.07% 72
2024
Q2 		$305K Sell
1,953
-74
-4% -$11.8K 0.07% 62
2024
Q1 		$320K Buy
2,027
+12
+0.6% +$1.81K 0.08% 66
2023
Q4 		$301K Hold
2,015
– – 0.09% 69
2023
Q3 		$340K Sell
2,015
-46
-2% -$7.43K 0.11% 55
2023
Q2 		$324K Sell
2,061
-82
-4% -$13.1K 0.11% 59
2023
Q1 		$350K Hold
2,143
– – 0.12% 58
2022
Q4 		$385K Sell
2,143
-507
-19% -$88.5K 0.15% 53
2022
Q3 		$381K Sell
2,650
-43
-2% -$6.56K 0.16% 53
2022
Q2 		$390K Hold
2,693
– – 0.16% 49
2022
Q1 		$439K Hold
2,693
– – 0.15% 52
2021
Q4 		$316K Hold
2,693
– – 0.1% 60
2021
Q3 		$273K Hold
2,693
– – 0.09% 62
2021
Q2 		$282K Buy
2,693
+125
+5% +$13.2K 0.1% 64
2021
Q1 		$269K Hold
2,568
– – 0.1% 66
2020
Q4 		$217K Buy
+2,568
New +$208K 0.09% 66
2020
Q3 		– Sell
-2,568
Closed -$229K – 64
2020
Q2 		$229K Buy
+2,568
New +$230K 0.11% 58
2020
Q1 		– Sell
-2,568
Closed -$309K – 59
2019
Q4 		$309K Buy
+2,568
New +$302K 0.17% 51

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

Broadleaf Partners's CVX Position: Q1 2026 in Review

Broadleaf Partners held its Chevron (CVX) position steady in Q1 2026 at 1,696 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #64.

Broadleaf Partners first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $439K in Q1 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Broadleaf Partners held 1,696 shares of Chevron worth $351K as of Q1 2026.
  • Broadleaf Partners left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.08% of Broadleaf Partners's portfolio in Q1 2026, its #64 holding.
  • Broadleaf Partners first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • Broadleaf Partners's Chevron position peaked at $439K in Q1 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.