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Valley Brook Capital Group’s Chevron CVX Stock Holding History

Valley Brook Capital 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
Q2 		$1.22M Buy
7,356
+13
+0.2% +$2.42K 0.69% 42
2026
Q1 		$1.52M Buy
7,343
+126
+2% +$23K 1.02% 27
2025
Q4 		$1.1M Hold
7,217
– – 0.73% 40
2025
Q3 		$1.12M Hold
7,217
– – 0.75% 37
2025
Q2 		$1.03M Buy
7,217
+1
+0% +$141 0.77% 38
2025
Q1 		$1.21M Hold
7,216
– – 0.95% 34
2024
Q4 		$1.05M Hold
7,216
– – 0.78% 36
2024
Q3 		$1.06M Buy
7,216
+40
+0.6% +$5.95K 0.76% 41
2024
Q2 		$1.12M Buy
7,176
+1
+0% +$159 0.88% 37
2024
Q1 		$1.13M Buy
7,175
+175
+3% +$26.4K 0.9% 38
2023
Q4 		$1.04M Buy
7,000
+150
+2% +$22.7K 0.91% 36
2023
Q3 		$1.16M Sell
6,850
-1,475
-18% -$238K 1.14% 28
2023
Q2 		$1.31M Hold
8,325
– – 1.21% 24
2023
Q1 		$1.36M Hold
8,325
– – 1.25% 22
2022
Q4 		$1.49M Buy
8,325
+101
+1% +$17.6K 1.43% 19
2022
Q3 		$1.18M Hold
8,224
– – 1.29% 21
2022
Q2 		$1.19M Sell
8,224
-100
-1% -$16.5K 1.23% 22
2022
Q1 		$1.35M Buy
8,324
+100
+1% +$14.3K 1.17% 23
2021
Q4 		$965K Hold
8,224
– – 0.83% 34
2021
Q3 		$834K Sell
8,224
-629
-7% -$62.7K 0.83% 34
2021
Q2 		$927K Buy
8,853
+105
+1% +$11.1K 0.88% 32
2021
Q1 		$916K Buy
8,748
+152
+2% +$14.8K 0.83% 32
2020
Q4 		$726K Buy
+8,596
New +$696K 0.72% 38

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Valley Brook Capital Group's CVX Position: Q2 2026 in Review

Valley Brook Capital Group increased its Chevron (CVX) stake by 0.18% in Q2 2026, buying an estimated $2.42K and bringing the position to 7,356 shares worth $1.22M. The position accounts for 0.69% of the portfolio, ranked #42.

Valley Brook Capital Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Valley Brook Capital Group held 7,356 shares of Chevron worth $1.22M as of Q2 2026.
  • Valley Brook Capital Group bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
  • Chevron made up 0.69% of Valley Brook Capital Group's portfolio in Q2 2026, its #42 holding.
  • Valley Brook Capital Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Chevron position peaked at $1.52M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.