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Brown Miller Wealth Management’s Chevron CVX Stock Holding History

Brown Miller Wealth Management’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 		$2.77M Buy
16,731
+1,058
+7% +$197K 0.7% 37
2026
Q1 		$3.24M Sell
15,673
-522
-3% -$95.2K 0.92% 25
2025
Q4 		$2.47M Sell
16,195
-196
-1% -$29.9K 0.68% 35
2025
Q3 		$2.55M Buy
16,391
+44
+0.3% +$6.81K 0.72% 35
2025
Q2 		$2.34M Buy
16,347
+593
+4% +$83.6K 0.73% 35
2025
Q1 		$2.64M Buy
15,754
+3,098
+24% +$485K 0.91% 32
2024
Q4 		$1.83M Sell
12,656
-641
-5% -$98.1K 0.7% 41
2024
Q3 		$1.96M Buy
13,297
+113
+0.9% +$16.8K 0.76% 41
2024
Q2 		$2.06M Buy
13,184
+158
+1% +$25.2K 0.86% 39
2024
Q1 		$2.05M Buy
13,026
+810
+7% +$122K 0.91% 37
2023
Q4 		$1.82M Buy
12,216
+293
+2% +$44.3K 0.91% 37
2023
Q3 		$2.01M Buy
11,923
+142
+1% +$22.9K 1.12% 28
2023
Q2 		$1.85M Buy
11,781
+80
+0.7% +$12.8K 1% 33
2023
Q1 		$1.91M Buy
11,701
+155
+1% +$26K 1.13% 29
2022
Q4 		$2.07M Sell
11,546
-19
-0.2% -$3.32K 1.31% 26
2022
Q3 		$1.66M Buy
11,565
+478
+4% +$72.9K 1.18% 29
2022
Q2 		$1.6M Sell
11,087
-199
-2% -$32.9K 1.09% 29
2022
Q1 		$1.84M Sell
11,286
-26
-0.2% -$3.73K 1.06% 30
2021
Q4 		$1.33M Buy
11,312
+10
+0.1% +$1.14K 0.76% 35
2021
Q3 		$1.15M Sell
11,302
-196
-2% -$19.6K 0.72% 37
2021
Q2 		$1.2M Sell
11,498
-152
-1% -$16K 0.77% 35
2021
Q1 		$1.22M Buy
11,650
+363
+3% +$35.4K 0.86% 31
2020
Q4 		$953K Buy
+11,287
New +$914K 0.72% 42

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Brown Miller Wealth Management's CVX Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Chevron (CVX) stake by 6.8% in Q2 2026, buying an estimated $197K and bringing the position to 16,731 shares worth $2.77M. The position accounts for 0.7% of the portfolio, ranked #37.

Brown Miller Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.24M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brown Miller Wealth Management held 16,731 shares of Chevron worth $2.77M as of Q2 2026.
  • Brown Miller Wealth Management bought 1,058 Chevron shares in Q2 2026, an estimated $197K.
  • Chevron made up 0.7% of Brown Miller Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Brown Miller Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's Chevron position peaked at $3.24M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.