Brookstone Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4M Sell
93,079
-37,291
-29% -$6.94M 0.15% 158
2026
Q1
$27M Sell
130,370
-3,416
-3% -$623K 0.31% 87
2025
Q4
$20.4M Sell
133,786
-1,713
-1% -$261K 0.23% 110
2025
Q3
$21M Buy
135,499
+14,256
+12% +$2.21M 0.25% 100
2025
Q2
$17.4M Buy
121,243
+7,462
+7% +$1.05M 0.23% 106
2025
Q1
$19M Buy
113,781
+10,599
+10% +$1.66M 0.27% 93
2024
Q4
$14.9M Buy
103,182
+2,073
+2% +$317K 0.22% 111
2024
Q3
$14.9M Buy
101,109
+9,509
+10% +$1.42M 0.22% 113
2024
Q2
$14.8M Buy
91,600
+14,665
+19% +$2.34M 0.25% 100
2024
Q1
$12.1M Buy
76,935
+8,027
+12% +$1.21M 0.22% 110
2023
Q4
$10.3M Buy
68,908
+3,808
+6% +$576K 0.2% 130
2023
Q3
$11M Buy
65,100
+12,835
+25% +$2.07M 0.24% 121
2023
Q2
$8.06M Buy
52,265
+294
+0.6% +$47.1K 0.16% 151
2023
Q1
$8.88M Sell
51,971
-73,415
-59% -$12.3M 0.17% 141
2022
Q4
$22.1M Buy
125,386
+6,044
+5% +$1.05M 0.45% 63
2022
Q3
$18.8M Sell
119,342
-7,543
-6% -$1.15M 0.43% 64
2022
Q2
$18.1M Buy
126,885
+25,068
+25% +$4.14M 0.4% 65
2022
Q1
$16.9M Buy
101,817
+4,071
+4% +$584K 0.33% 73
2021
Q4
$12.2M Buy
97,746
+13,887
+17% +$1.58M 0.21% 105
2021
Q3
$9.04M Buy
83,859
+12,827
+18% +$1.28M 0.16% 120
2021
Q2
$7.38M Buy
71,032
+31,445
+79% +$3.32M 0.13% 145
2021
Q1
$4.15M Sell
39,587
-10,980
-22% -$1.07M 0.16% 116
2020
Q4
$4.27M Buy
50,567
+8,612
+21% +$697K 0.17% 108
2020
Q3
$3.02M Buy
41,955
+30,954
+281% +$2.6M 0.14% 111
2020
Q2
$982K Sell
11,001
-4,537
-29% -$406K 0.06% 170
2020
Q1
$1.13M Sell
15,538
-3,257
-17% -$322K 0.06% 161
2019
Q4
$2.27M Buy
18,795
+4,853
+35% +$572K 0.12% 112
2019
Q3
$1.65M Sell
13,942
-8,494
-38% -$1.03M 0.09% 129
2019
Q2
$2.79M Buy
22,436
+16,849
+302% +$2.04M 0.16% 94
2019
Q1
$688K Sell
5,587
-319
-5% -$37.7K 0.04% 169
2018
Q4
$643K Buy
5,906
+453
+8% +$52.5K 0.05% 160
2018
Q3
$667K Buy
5,453
+911
+20% +$111K 0.05% 209
2018
Q2
$574K Sell
4,542
-24
-0.5% -$2.98K 0.05% 187
2018
Q1
$521K Sell
4,566
-204
-4% -$24.4K 0.05% 174
2017
Q4
$597K Sell
4,770
-48,116
-91% -$5.71M 0.05% 175
2017
Q3
$6.21M Sell
52,886
-3,383
-6% -$369K 0.56% 53
2017
Q2
$5.87M Buy
56,269
+1,792
+3% +$190K 0.56% 71
2017
Q1
$5.85M Buy
54,477
+8,817
+19% +$989K 0.59% 66
2016
Q4
$5.37M Buy
45,660
+41,247
+935% +$4.49M 0.59% 58
2016
Q3
$455K Buy
4,413
+86
+2% +$8.78K 0.05% 176
2016
Q2
$454K Sell
4,327
-2,609
-38% -$262K 0.06% 171
2016
Q1
$663K Sell
6,936
-574
-8% -$50.2K 0.1% 143
2015
Q4
$676K Buy
7,510
+1,856
+33% +$167K 0.13% 64
2015
Q3
$446K Sell
5,654
-1,835
-25% -$154K 0.08% 79
2015
Q2
$722K Sell
7,489
-389
-5% -$40.8K 0.09% 109
2015
Q1
$827K Buy
7,878
+729
+10% +$77.8K 0.13% 92
2014
Q4
$802K Buy
7,149
+824
+13% +$93.6K 0.13% 86
2014
Q3
$755K Buy
6,325
+352
+6% +$44.9K 0.14% 56
2014
Q2
$780K Buy
5,973
+262
+5% +$32.6K 0.16% 47
2014
Q1
$679K Buy
5,711
+701
+14% +$81.5K 0.17% 47
2013
Q4
$626K Buy
+5,010
New +$606K 0.18% 48

Other funds holding CVX

Brookstone Capital Management's CVX Position: Q2 2026 in Review

Brookstone Capital Management reduced its Chevron (CVX) stake by 29% in Q2 2026, selling an estimated $6.94M and leaving 93,079 shares worth $15.4M. The position accounts for 0.15% of the portfolio, ranked #158.

Brookstone Capital Management first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $27M in Q1 2026. 2,287 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brookstone Capital Management held 93,079 shares of Chevron worth $15.4M as of Q2 2026.
  • Brookstone Capital Management sold 37,291 Chevron shares in Q2 2026, an estimated $6.94M.
  • Chevron made up 0.15% of Brookstone Capital Management's portfolio in Q2 2026, its #158 holding.
  • Brookstone Capital Management first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • Brookstone Capital Management's Chevron position peaked at $27M in Q1 2026.
  • 2,287 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.