BFG
CVX icon

Broussard Financial Group’s Chevron CVX Stock Holding History

Broussard Financial 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 		– Sell
-8,050
Closed -$1.23M – 30
2025
Q4 		$1.23M Buy
+8,050
New +$1.23M 0.99% 16

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Broussard Financial Group's CVX Position: Q1 2026 in Review

Broussard Financial Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 8,050 shares — an estimated $1.23M sold.

Broussard Financial Group first reported a position in CVX in Q4 2025 and held it in 1 quarter. The position peaked at $1.23M in Q4 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Broussard Financial Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Broussard Financial Group sold 8,050 Chevron shares in Q1 2026, an estimated $1.23M.
  • Broussard Financial Group first reported a position in Chevron in Q4 2025 and held it in 1 quarter.
  • Broussard Financial Group's Chevron position peaked at $1.23M in Q4 2025.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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