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Brown, Lisle/Cummings’s Chevron CVX Stock Holding History

Brown, Lisle/Cummings’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 		$2.55M Buy
15,398
+328
+2% +$61K 0.57% 44
2026
Q1 		$3.12M Sell
15,070
-1,257
-8% -$229K 0.78% 35
2025
Q4 		$2.49M Buy
16,327
+455
+3% +$69.3K 0.61% 43
2025
Q3 		$2.46M Sell
15,872
-228
-1% -$35.3K 0.63% 44
2025
Q2 		$2.31M Buy
16,100
+467
+3% +$65.8K 0.61% 44
2025
Q1 		$2.62M Buy
15,633
+1,619
+12% +$253K 0.76% 38
2024
Q4 		$2.03M Buy
14,014
+389
+3% +$59.5K 0.61% 42
2024
Q3 		$2.01M Buy
13,625
+654
+5% +$97.3K 0.61% 44
2024
Q2 		$2.03M Buy
12,971
+1,002
+8% +$160K 0.66% 38
2024
Q1 		$1.89M Buy
11,969
+207
+2% +$31.2K 0.64% 40
2023
Q4 		$1.75M Buy
11,762
+839
+8% +$127K 0.65% 40
2023
Q3 		$1.84M Buy
10,923
+681
+7% +$110K 0.83% 31
2023
Q2 		$1.61M Buy
10,242
+47
+0.5% +$7.54K 0.72% 38
2023
Q1 		$1.66M Sell
10,195
-63
-0.6% -$10.6K 0.84% 31
2022
Q4 		$1.84M Sell
10,258
-102
-1% -$17.8K 0.99% 28
2022
Q3 		$1.49M Sell
10,360
-157
-1% -$23.9K 0.87% 31
2022
Q2 		$1.52M Sell
10,517
-702
-6% -$116K 0.84% 33
2022
Q1 		$1.83M Buy
11,219
+203
+2% +$29.1K 0.88% 30
2021
Q4 		$1.29M Buy
+11,016
New +$1.25M 0.65% 43

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brown, Lisle/Cummings's CVX Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $61K and bringing the position to 15,398 shares worth $2.55M. The position accounts for 0.57% of the portfolio, ranked #44.

Brown, Lisle/Cummings first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brown, Lisle/Cummings held 15,398 shares of Chevron worth $2.55M as of Q2 2026.
  • Brown, Lisle/Cummings bought 328 Chevron shares in Q2 2026, an estimated $61K.
  • Chevron made up 0.57% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #44 holding.
  • Brown, Lisle/Cummings first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Chevron position peaked at $3.12M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.