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BRIA Capital Group, LLC’s Chevron CVX Stock Holding History

BRIA Capital Group, LLC’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
Q3 		$4.39M Buy
21,519
+1,231
+6% +$242K 3% 10
2026
Q2 		$3.36M Buy
20,288
+14,731
+265% +$2.74M 2.48% 10
2026
Q1 		$1.15M Sell
5,557
-1,497
-21% -$273K 1.05% 23
2025
Q4 		$1.08M Buy
+7,054
New +$1.07M 0.99% 32

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BRIA Capital Group, LLC's CVX Position: Q3 2026 in Review

BRIA Capital Group, LLC increased its Chevron (CVX) stake by 6.1% in Q3 2026, buying an estimated $242K and bringing the position to 21,519 shares worth $4.39M. The position accounts for 3% of the portfolio, ranked #10.

BRIA Capital Group, LLC first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • BRIA Capital Group, LLC held 21,519 shares of Chevron worth $4.39M as of Q3 2026.
  • BRIA Capital Group, LLC bought 1,231 Chevron shares in Q3 2026, an estimated $242K.
  • Chevron made up 3% of BRIA Capital Group, LLC's portfolio in Q3 2026, its #10 holding.
  • BRIA Capital Group, LLC first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on BRIA Capital Group, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.