Brown Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
16,039
+1,207
| +8% | +$173K | 0.9% | 36 |
|
|
2025
Q1 | $2.48M | Buy |
14,832
+838
| +6% | +$140K | 1.02% | 33 |
|
|
2024
Q4 | $2.03M | Buy |
13,994
+926
| +7% | +$134K | 0.81% | 37 |
|
|
2024
Q3 | $1.92M | Sell |
13,068
-1,824
| -12% | -$269K | 0.79% | 39 |
|
|
2024
Q2 | $2.33M | Buy |
+14,892
| New | +$2.33M | 1.04% | 28 |
|