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Brooklyn Investment Group’s Chevron CVX Stock Holding History

Brooklyn Investment Group’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 		$8.82M Buy
42,640
+22,241
+109% +$4.06M 0.28% 49
2025
Q4 		$3.08M Buy
20,399
+11,135
+120% +$1.7M 0.14% 113
2025
Q3 		$1.33M Sell
9,264
-119
-1% -$18.4K 0.18% 115
2025
Q2 		$1.34M Buy
9,383
+1,355
+17% +$191K 0.18% 114
2025
Q1 		$1.34M Buy
8,028
+291
+4% +$45.6K 0.29% 59
2024
Q4 		$1.12M Buy
7,737
+4,200
+119% +$643K 0.33% 51
2024
Q3 		$521K Sell
3,537
-3,516
-50% -$523K 0.17% 112
2024
Q2 		$1.12M Hold
7,053
– – 0.48% 45
2024
Q1 		$1.12M Buy
7,053
+1,846
+35% +$279K 0.48% 45
2023
Q4 		$777K Buy
+5,207
New +$788K 0.37% 62

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 $336B AUM 34.66% 1-Year Est. Return

Brooklyn Investment Group's CVX Position: Q1 2026 in Review

Brooklyn Investment Group increased its Chevron (CVX) stake by 109% in Q1 2026, buying an estimated $4.06M and bringing the position to 42,640 shares worth $8.82M. The position accounts for 0.28% of the portfolio, ranked #49.

Brooklyn Investment Group first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Brooklyn Investment Group held 42,640 shares of Chevron worth $8.82M as of Q1 2026.
  • Brooklyn Investment Group bought 22,241 Chevron shares in Q1 2026, an estimated $4.06M.
  • Chevron made up 0.28% of Brooklyn Investment Group's portfolio in Q1 2026, its #49 holding.
  • Brooklyn Investment Group first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.