Brooklyn FI’s Chevron CVX Stock Holding History

Brooklyn FI’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	$966K	Hold	4,671	–	–	0.2%	47
2025 Q4	$712K	Buy	4,671 +1,898	+68%	+$289K	0.15%	52
2025 Q3	$431K	Buy	+2,773	New	+$429K	0.1%	59

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brooklyn FI's CVX Position: Q1 2026 in Review

Brooklyn FI held its Chevron (CVX) position steady in Q1 2026 at 4,671 shares worth $966K. The position accounts for 0.2% of the portfolio, ranked #47.

Brooklyn FI first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Brooklyn FI held 4,671 shares of Chevron worth $966K as of Q1 2026.
Brooklyn FI left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.2% of Brooklyn FI's portfolio in Q1 2026, its #47 holding.
Brooklyn FI first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.