BSC
CVX icon

Brown Shipley & Co’s Chevron CVX Stock Holding History

Brown Shipley & Co’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 		$3.06M Buy
18,461
+664
+4% +$124K 1.58% 19
2026
Q1 		$3.68M Buy
17,797
+505
+3% +$92.1K 2.21% 15
2025
Q4 		$2.64M Sell
17,292
-658
-4% -$100K 1.41% 18
2025
Q3 		$2.79M Sell
17,950
-372
-2% -$57.6K 1.47% 20
2025
Q2 		$2.62M Sell
18,322
-155
-0.8% -$21.9K 1.44% 20
2025
Q1 		$3.09M Sell
18,477
-105
-0.6% -$16.4K 1.75% 22
2024
Q4 		$2.69M Buy
+18,582
New +$2.84M 1.34% 25
2023
Q3 		– Sell
-91
Closed -$14.3K – 106
2023
Q2 		$14.3K Sell
91
-141
-61% -$22.6K 0.01% 108
2023
Q1 		$37.9K Buy
+232
New +$38.9K 0.02% 87

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Brown Shipley & Co's CVX Position: Q2 2026 in Review

Brown Shipley & Co increased its Chevron (CVX) stake by 3.7% in Q2 2026, buying an estimated $124K and bringing the position to 18,461 shares worth $3.06M. The position accounts for 1.58% of the portfolio, ranked #19.

Brown Shipley & Co first reported a position in CVX in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.68M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Brown Shipley & Co held 18,461 shares of Chevron worth $3.06M as of Q2 2026.
  • Brown Shipley & Co bought 664 Chevron shares in Q2 2026, an estimated $124K.
  • Chevron made up 1.58% of Brown Shipley & Co's portfolio in Q2 2026, its #19 holding.
  • Brown Shipley & Co first reported a position in Chevron in Q1 2023 and has held it in 9 quarters since.
  • Brown Shipley & Co's Chevron position peaked at $3.68M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.