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 Q2	$281K	Hold	1,696	–	–	0.05%	71
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Broadleaf Partners's CVX Position: Q2 2026 in Review

Broadleaf Partners held its Chevron (CVX) position steady in Q2 2026 at 1,696 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #71.

Broadleaf Partners first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $439K in Q1 2022. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Broadleaf Partners held 1,696 shares of Chevron worth $281K as of Q2 2026.
Broadleaf Partners left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of Broadleaf Partners's portfolio in Q2 2026, its #71 holding.
Broadleaf Partners first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
Broadleaf Partners's Chevron position peaked at $439K in Q1 2022.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.