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Brogan Financial’s Chevron CVX Stock Holding History

Brogan Financial’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 		$446K Buy
2,690
+5
+0.2% +$931 0.18% 32
2026
Q1 		$555K Sell
2,685
-79
-3% -$14.4K 0.24% 25
2025
Q4 		$421K Buy
2,764
+25
+0.9% +$3.81K 0.18% 33
2025
Q3 		$425K Buy
2,739
+109
+4% +$16.9K 0.18% 36
2025
Q2 		$377K Buy
2,630
+27
+1% +$3.81K 0.17% 40
2025
Q1 		$436K Sell
2,603
-486
-16% -$76.1K 0.21% 32
2024
Q4 		$447K Buy
3,089
+471
+18% +$72.1K 0.22% 30
2024
Q3 		$386K Buy
2,618
+25
+1% +$3.72K 0.22% 35
2024
Q2 		$406K Buy
2,593
+34
+1% +$5.42K 0.26% 28
2024
Q1 		$404K Buy
2,559
+27
+1% +$4.07K 0.27% 28
2023
Q4 		$378K Buy
2,532
+26
+1% +$3.93K 0.28% 29
2023
Q3 		$422K Hold
2,506
– – 0.37% 18
2023
Q2 		$394K Buy
2,506
+4
+0.2% +$641 0.33% 22
2023
Q1 		$408K Sell
2,502
-117
-4% -$19.6K 0.35% 18
2022
Q4 		$470K Buy
+2,619
New +$457K 0.42% 16

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

Brogan Financial's CVX Position: Q2 2026 in Review

Brogan Financial increased its Chevron (CVX) stake by 0.19% in Q2 2026, buying an estimated $931 and bringing the position to 2,690 shares worth $446K. The position accounts for 0.18% of the portfolio, ranked #32.

Brogan Financial first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $555K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brogan Financial held 2,690 shares of Chevron worth $446K as of Q2 2026.
  • Brogan Financial bought 5 Chevron shares in Q2 2026, an estimated $931.
  • Chevron made up 0.18% of Brogan Financial's portfolio in Q2 2026, its #32 holding.
  • Brogan Financial first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's Chevron position peaked at $555K in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.