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Brookwood Investment Group’s Chevron CVX Stock Holding History

Brookwood 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
Q2 		$1.04M Sell
6,287
-800
-11% -$149K 0.12% 179
2026
Q1 		$1.47M Sell
7,087
-12,030
-63% -$2.19M 0.18% 124
2025
Q4 		$2.91M Buy
19,117
+11,914
+165% +$1.81M 0.35% 50
2025
Q3 		$1.12M Sell
7,203
-396
-5% -$61.3K 0.14% 126
2025
Q2 		$1.09M Sell
7,599
-1,189
-14% -$168K 0.18% 115
2025
Q1 		$1.47M Buy
+8,788
New +$1.38M 0.25% 68

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brookwood Investment Group's CVX Position: Q2 2026 in Review

Brookwood Investment Group reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $149K and leaving 6,287 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #179.

Brookwood Investment Group first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brookwood Investment Group held 6,287 shares of Chevron worth $1.04M as of Q2 2026.
  • Brookwood Investment Group sold 800 Chevron shares in Q2 2026, an estimated $149K.
  • Chevron made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #179 holding.
  • Brookwood Investment Group first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Chevron position peaked at $2.91M in Q4 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.