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Stonebrook Private’s Chevron CVX Stock Holding History

Stonebrook Private’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 		$825K Buy
3,989
+54
+1% +$9.85K 0.18% 88
2025
Q4 		$600K Buy
3,935
+61
+2% +$9.29K 0.13% 104
2025
Q3 		$602K Buy
3,874
+478
+14% +$74K 0.13% 119
2025
Q2 		$486K Sell
3,396
-92
-3% -$13K 0.11% 130
2025
Q1 		$584K Buy
3,488
+205
+6% +$32.1K 0.15% 114
2024
Q4 		$475K Buy
3,283
+45
+1% +$6.89K 0.12% 117
2024
Q3 		$477K Sell
3,238
-447
-12% -$66.5K 0.13% 120
2024
Q2 		$576K Sell
3,685
-1,615
-30% -$258K 0.17% 106
2024
Q1 		$836K Sell
5,300
-51
-1% -$7.7K 0.24% 82
2023
Q4 		$798K Buy
+5,351
New +$809K 0.27% 74

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 $336B AUM 34.66% 1-Year Est. Return

Stonebrook Private's CVX Position: Q1 2026 in Review

Stonebrook Private increased its Chevron (CVX) stake by 1.4% in Q1 2026, buying an estimated $9.85K and bringing the position to 3,989 shares worth $825K. The position accounts for 0.18% of the portfolio, ranked #88.

Stonebrook Private first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $836K in Q1 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stonebrook Private held 3,989 shares of Chevron worth $825K as of Q1 2026.
  • Stonebrook Private bought 54 Chevron shares in Q1 2026, an estimated $9.85K.
  • Chevron made up 0.18% of Stonebrook Private's portfolio in Q1 2026, its #88 holding.
  • Stonebrook Private first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's Chevron position peaked at $836K in Q1 2024.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.