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 Q2	$2.21M	Buy	13,306 +518	+4%	+$96.4K	0.77%	34
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Financial Advisors's CVX Position: Q2 2026 in Review

Brown Financial Advisors increased its Chevron (CVX) stake by 4.1% in Q2 2026, buying an estimated $96.4K and bringing the position to 13,306 shares worth $2.21M. The position accounts for 0.77% of the portfolio, ranked #34.

Brown Financial Advisors first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Brown Financial Advisors held 13,306 shares of Chevron worth $2.21M as of Q2 2026.
Brown Financial Advisors bought 518 Chevron shares in Q2 2026, an estimated $96.4K.
Chevron made up 0.77% of Brown Financial Advisors's portfolio in Q2 2026, its #34 holding.
Brown Financial Advisors first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Chevron position peaked at $2.65M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.