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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
Q2 		$760K Buy
4,585
+596
+15% +$111K 0.14% 107
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebrook Private's CVX Position: Q2 2026 in Review

Stonebrook Private increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $111K and bringing the position to 4,585 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #107.

Stonebrook Private first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $836K in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stonebrook Private held 4,585 shares of Chevron worth $760K as of Q2 2026.
  • Stonebrook Private bought 596 Chevron shares in Q2 2026, an estimated $111K.
  • Chevron made up 0.14% of Stonebrook Private's portfolio in Q2 2026, its #107 holding.
  • Stonebrook Private first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Chevron position peaked at $836K in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.