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SevenBridge Financial Group’s Chevron CVX Stock Holding History

SevenBridge 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 		$1.05M Sell
5,650
-306
-5% -$55.8K 0.16% 113
2025
Q4 		$998K Buy
5,956
+214
+4% +$32.6K 0.16% 116
2025
Q3 		$880K Sell
5,742
-1,810
-24% -$280K 0.15% 121
2025
Q2 		$1.17M Sell
7,552
-1,226
-14% -$173K 0.21% 114
2025
Q1 		$1.24M Sell
8,778
-1,709
-16% -$268K 0.24% 112
2024
Q4 		$1.65M Sell
10,487
-58
-0.6% -$8.88K 0.31% 85
2024
Q3 		$1.65M Buy
10,545
+335
+3% +$49.9K 0.32% 83
2024
Q2 		$1.46M Sell
10,210
-145
-1% -$23.1K 0.32% 81
2024
Q1 		$1.66M Sell
10,355
-985
-9% -$149K 0.38% 75
2023
Q4 		$1.69M Sell
11,340
-43
-0.4% -$6.5K 0.4% 73
2023
Q3 		$1.92M Buy
11,383
+381
+3% +$61.5K 0.5% 62
2023
Q2 		$1.73M Buy
11,002
+80
+0.7% +$12.8K 0.45% 67
2023
Q1 		$1.78M Sell
10,922
-160
-1% -$26.8K 0.49% 59
2022
Q4 		$1.99M Hold
11,082
– – 0.58% 51
2022
Q3 		$1.59M Sell
11,082
-275
-2% -$41.9K 0.54% 51
2022
Q2 		$1.64M Sell
11,357
-222
-2% -$36.7K 0.66% 43
2022
Q1 		$1.89M Sell
11,579
-1,889
-14% -$271K 0.66% 42
2021
Q4 		$1.58M Buy
13,468
+885
+7% +$101K 0.48% 59
2021
Q3 		$1.28M Buy
12,583
+1,551
+14% +$155K 0.43% 63
2021
Q2 		$1.16M Buy
11,032
+144
+1% +$15.2K 0.38% 71
2021
Q1 		$1.14M Sell
10,888
-22
-0.2% -$2.15K 0.42% 69
2020
Q4 		$921K Buy
10,910
+1,137
+12% +$92.1K 0.36% 73
2020
Q3 		$704K Sell
9,773
-77
-0.8% -$6.48K 0.32% 79
2020
Q2 		$879K Sell
9,850
-935
-9% -$83.7K 0.44% 62
2020
Q1 		$782K Buy
10,785
+2,482
+30% +$245K 0.45% 60
2019
Q4 		$1M Buy
8,303
+547
+7% +$64.4K 0.26% 69
2019
Q3 		$920K Buy
7,756
+1,016
+15% +$123K 0.48% 59
2019
Q2 		$839K Buy
6,740
+345
+5% +$41.7K 0.3% 73
2019
Q1 		$788K Buy
6,395
+50
+0.8% +$5.92K 0.3% 76
2018
Q4 		$690K Sell
6,345
-414
-6% -$48K 0.42% 63
2018
Q3 		$827K Sell
6,759
-48
-0.7% -$5.82K 0.44% 64
2018
Q2 		$861K Buy
6,807
+1,377
+25% +$171K 0.48% 65
2018
Q1 		$619K Buy
5,430
+1,314
+32% +$157K 0.36% 75
2017
Q4 		$515K Sell
4,116
-100
-2% -$11.9K 0.28% 87
2017
Q3 		$495K Sell
4,216
-60
-1% -$6.55K 0.28% 87
2017
Q2 		$446K Buy
4,276
+141
+3% +$14.9K 0.27% 89
2017
Q1 		$450K Sell
4,135
-1,586
-28% -$178K 0.3% 85
2016
Q4 		$577K Hold
5,721
– – 0.42% 67
2016
Q3 		$577K Sell
5,721
-9,570
-63% -$977K 0.42% 67
2016
Q2 		$1.6M Buy
+15,291
New +$1.54M 1.12% 20

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

SevenBridge Financial Group reduced its Chevron (CVX) stake by 5.1% in Q1 2026, selling an estimated $55.8K and leaving 5,650 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #113.

SevenBridge Financial Group first reported a position in CVX in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.99M in Q4 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SevenBridge Financial Group held 5,650 shares of Chevron worth $1.05M as of Q1 2026.
  • SevenBridge Financial Group sold 306 Chevron shares in Q1 2026, an estimated $55.8K.
  • Chevron made up 0.16% of SevenBridge Financial Group's portfolio in Q1 2026, its #113 holding.
  • SevenBridge Financial Group first reported a position in Chevron in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Chevron position peaked at $1.99M in Q4 2022.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.