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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
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

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

Brogan Financial's CVX Position: Q1 2026 in Review

Brogan Financial reduced its Chevron (CVX) stake by 2.9% in Q1 2026, selling an estimated $14.4K and leaving 2,685 shares worth $555K. The position accounts for 0.24% of the portfolio, ranked #25.

Brogan Financial first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Brogan Financial held 2,685 shares of Chevron worth $555K as of Q1 2026.
  • Brogan Financial sold 79 Chevron shares in Q1 2026, an estimated $14.4K.
  • Chevron made up 0.24% of Brogan Financial's portfolio in Q1 2026, its #25 holding.
  • Brogan Financial first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.