BRADLEY FOSTER & SARGENT INC/CT

Position in CVX — Chevron Corp

CIK 1015086 HARTFORD, CT

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$51,140,440

-$13,061,250 QoQ

Shares Held

308,521

-0.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#284

of 4,105 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Energy · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $159,084,776 across 3 Oil & Gas Integrated names. CVX ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	783,278	$107,089,768
2	CVX	Chevron Corp This page	308,521	$51,140,440
3	SHEL	Shell plc	11,021	$854,568

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,140,440	308,521	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$64,201,690	310,303	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$45,908,330	301,216	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$46,466,029	299,221	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$44,227,524	308,873	-5.9%	Shares	Sole	2025-08-11
2025-03-31	$54,893,536	328,134	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$47,706,385	329,373	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$48,631,499	330,220	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$51,640,498	330,140	-2.4%	Shares	Sole	2024-08-09
2024-03-31	$53,373,852	338,366	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$50,325,241	337,391	+10.5%	Shares	Sole	2024-02-14
2023-09-30	$51,464,510	305,210	0.0%	Shares	Sole	2023-11-13
2023-06-30	$48,024,793	305,210	+12.2%	Shares	Sole	2023-08-08
2023-03-31	$44,369,893	271,941	+4.7%	Shares	Sole	2023-05-08
2022-12-31	$46,638,681	259,840	+4.1%	Shares	Sole	2023-02-14
2022-09-30	$35,874,686	249,702	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$35,706,801	246,628	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$38,985,247	239,423	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$27,814,179	237,019	+9.0%	Shares	Sole	2022-03-11
2021-09-30	$22,063,041	217,477	-4.9%	Shares	Sole	2021-11-10
2021-06-30	$23,963,150	228,787	+4.2%	Shares	Sole	2021-08-19
2021-03-31	$23,018,904	219,667	+4.6%	Shares	Sole	2021-04-26
2020-12-31	$17,741,087	210,078	+0.8%	Shares	Sole	2021-02-11
2020-09-30	$15,012,504	208,507	+0.3%	Shares	Sole	2020-10-26
2020-03-31	$15,062,405	207,872	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.