McBroom & Associates’s Chevron CVX Stock Holding History

McBroom & Associates’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	$596K	Hold	3,597	–	–	0.3%	33
2026 Q1	$744K	Hold	3,597	–	–	0.41%	31
2025 Q4	$548K	Hold	3,597	–	–	0.27%	33
2025 Q3	$559K	Hold	3,597	–	–	0.27%	33
2025 Q2	$602K	Hold	3,597	–	–	0.34%	32
2025 Q1	$602K	Hold	3,597	–	–	0.34%	32
2024 Q4	$521K	Hold	3,597	–	–	0.29%	32
2024 Q3	$530K	Hold	3,597	–	–	0.32%	31
2024 Q2	$563K	Hold	3,597	–	–	0.35%	30
2024 Q1	$567K	Hold	3,597	–	–	0.37%	29
2023 Q4	$537K	Sell	3,597 -6	-0.2%	-$907	0.39%	29
2023 Q3	$608K	Buy	3,603 +282	+8%	+$45.5K	0.48%	30
2023 Q2	$523K	Buy	3,321 +906	+38%	+$145K	0.41%	30
2023 Q1	$394K	Sell	2,415 -285	-11%	-$47.8K	0.35%	31
2022 Q4	$485K	Hold	2,700	–	–	0.53%	30
2022 Q3	$388K	Buy	+2,700	New	+$412K	0.44%	28

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

McBroom & Associates's CVX Position: Q2 2026 in Review

McBroom & Associates held its Chevron (CVX) position steady in Q2 2026 at 3,597 shares worth $596K. The position accounts for 0.3% of the portfolio, ranked #33.

McBroom & Associates first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $744K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

McBroom & Associates held 3,597 shares of Chevron worth $596K as of Q2 2026.
McBroom & Associates left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.3% of McBroom & Associates's portfolio in Q2 2026, its #33 holding.
McBroom & Associates first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
McBroom & Associates's Chevron position peaked at $744K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.