Brooks Moore & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.07M | Sell |
29,314
-2,755
| -9% | -$502K | 3.04% | 9 |
|
|
2025
Q4 | $4.89M | Sell |
32,069
-88
| -0.3% | -$13.4K | 2.4% | 12 |
|
|
2025
Q3 | $4.99M | Sell |
32,157
-80
| -0.2% | -$12.4K | 2.53% | 12 |
|
|
2025
Q2 | $4.89M | Sell |
32,237
-505
| -2% | -$71.2K | 2.64% | 9 |
|
|
2025
Q1 | $5.48M | Sell |
32,742
-115
| -0.4% | -$18K | 3.09% | 8 |
|
|
2024
Q4 | $4.76M | Buy |
32,857
+169
| +0.5% | +$25.9K | 2.81% | 9 |
|
|
2024
Q3 | $4.81M | Buy |
32,688
+542
| +2% | +$80.7K | 2.84% | 9 |
|
|
2024
Q2 | $5.03M | Buy |
32,146
+819
| +3% | +$131K | 3.23% | 8 |
|
|
2024
Q1 | $4.94M | Buy |
31,327
+314
| +1% | +$47.4K | 3.17% | 8 |
|
|
2023
Q4 | $4.63M | Buy |
31,013
+1,570
| +5% | +$237K | 3.18% | 7 |
|
|
2023
Q3 | $4.96M | Sell |
29,443
-22
| -0.1% | -$3.55K | 3.75% | 4 |
|
|
2023
Q2 | $4.64M | Buy |
29,465
+101
| +0.3% | +$16.2K | 3.26% | 7 |
|
|
2023
Q1 | $4.79M | Buy |
29,364
+970
| +3% | +$163K | 3.44% | 6 |
|
|
2022
Q4 | $5.1M | Sell |
28,394
-1,314
| -4% | -$229K | 3.72% | 4 |
|
|
2022
Q3 | $4.27M | Sell |
29,708
-179
| -0.6% | -$27.3K | 3.45% | 6 |
|
|
2022
Q2 | $4.33M | Sell |
29,887
-772
| -3% | -$128K | 3.12% | 7 |
|
|
2022
Q1 | $4.99M | Sell |
30,659
-1,487
| -5% | -$213K | 3.06% | 5 |
|
|
2021
Q4 | $3.77M | Sell |
32,146
-138
| -0.4% | -$15.7K | 2.21% | 13 |
|
|
2021
Q3 | $3.27M | Buy |
32,284
+234
| +0.7% | +$23.3K | 2.14% | 17 |
|
|
2021
Q2 | $3.36M | Buy |
32,050
+1,790
| +6% | +$189K | 2.14% | 17 |
|
|
2021
Q1 | $3.17M | Buy |
30,260
+26
| +0.1% | +$2.54K | 2.15% | 15 |
|
|
2020
Q4 | $2.55M | Sell |
30,234
-250
| -0.8% | -$20.2K | 1.98% | 17 |
|
|
2020
Q3 | $2.19M | Buy |
30,484
+3,664
| +14% | +$308K | 1.89% | 18 |
|
|
2020
Q2 | $2.39M | Buy |
26,820
+4,213
| +19% | +$377K | 2.24% | 14 |
|
|
2020
Q1 | $1.64M | Sell |
22,607
-468
| -2% | -$46.2K | 1.74% | 21 |
|
|
2019
Q4 | $2.78M | Sell |
23,075
-250
| -1% | -$29.4K | 2.21% | 12 |
|
|
2019
Q3 | $2.77M | Buy |
23,325
+22
| +0.1% | +$2.67K | 2.34% | 8 |
|
|
2019
Q2 | $2.9M | Buy |
23,303
+413
| +2% | +$49.9K | 2.49% | 7 |
|
|
2019
Q1 | $2.82M | Sell |
22,890
-156
| -0.7% | -$18.5K | 2.57% | 8 |
|
|
2018
Q4 | $2.51M | Buy |
+23,046
| New | +$2.67M | 2.52% | 8 |
|
Other funds holding CVX
VCM
VPM
Brooks Moore & Associates's CVX Position: Q1 2026 in Review
Brooks Moore & Associates reduced its Chevron (CVX) stake by 8.6% in Q1 2026, selling an estimated $502K and leaving 29,314 shares worth $6.07M. The position accounts for 3.04% of the portfolio, ranked #9.
Brooks Moore & Associates first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Brooks Moore & Associates held 29,314 shares of Chevron worth $6.07M as of Q1 2026.
- Brooks Moore & Associates sold 2,755 Chevron shares in Q1 2026, an estimated $502K.
- Chevron made up 3.04% of Brooks Moore & Associates's portfolio in Q1 2026, its #9 holding.
- Brooks Moore & Associates first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.