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 Q3	$735K	Hold	3,597	–	–	0.44%	31
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 $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McBroom & Associates's CVX Position: Q3 2026 in Review

McBroom & Associates held its Chevron (CVX) position steady in Q3 2026 at 3,597 shares worth $735K. The position accounts for 0.44% of the portfolio, ranked #31.

McBroom & Associates first reported a position in CVX in Q3 2022 and has held it in 17 quarters since. The position peaked at $744K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

McBroom & Associates held 3,597 shares of Chevron worth $735K as of Q3 2026.
McBroom & Associates left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.44% of McBroom & Associates's portfolio in Q3 2026, its #31 holding.
McBroom & Associates first reported a position in Chevron in Q3 2022 and has held it in 17 quarters since.
McBroom & Associates's Chevron position peaked at $744K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.