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Brown Financial Advisors’s Chevron CVX Stock Holding History

Brown Financial Advisors’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 		$2.65M Sell
12,788
-3,272
-20% -$597K 1% 26
2025
Q4 		$2.45M Sell
16,060
-24
-0.1% -$3.65K 0.9% 33
2025
Q3 		$2.5M Buy
16,084
+45
+0.3% +$6.97K 0.92% 34
2025
Q2 		$2.3M Buy
16,039
+1,207
+8% +$170K 0.9% 36
2025
Q1 		$2.48M Buy
14,832
+838
+6% +$131K 1.02% 33
2024
Q4 		$2.03M Buy
13,994
+926
+7% +$142K 0.81% 37
2024
Q3 		$1.92M Sell
13,068
-1,824
-12% -$271K 0.79% 39
2024
Q2 		$2.33M Buy
+14,892
New +$2.37M 1.04% 28

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

Brown Financial Advisors's CVX Position: Q1 2026 in Review

Brown Financial Advisors reduced its Chevron (CVX) stake by 20% in Q1 2026, selling an estimated $597K and leaving 12,788 shares worth $2.65M. The position accounts for 1% of the portfolio, ranked #26.

Brown Financial Advisors first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Brown Financial Advisors held 12,788 shares of Chevron worth $2.65M as of Q1 2026.
  • Brown Financial Advisors sold 3,272 Chevron shares in Q1 2026, an estimated $597K.
  • Chevron made up 1% of Brown Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Brown Financial Advisors first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.