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Brown Financial Advisory’s Chevron CVX Stock Holding History

Brown Financial Advisory’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-123
Closed -$20.6K – 56
2025
Q1 		$20.6K Sell
123
-160
-57% -$26.8K 0.01% 51
2024
Q4 		$41.1K Buy
+283
New +$41.1K 0.03% 34