Brown Wealth Management’s Chevron CVX Stock Holding History

Brown 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	$330K	Buy	1,989 +81	+4%	+$15.1K	0.07%	100
2026 Q1	$395K	Buy	1,908 +83	+5%	+$15.1K	0.1%	83
2025 Q4	$278K	Buy	1,825 +19	+1%	+$2.89K	0.07%	92
2025 Q3	$280K	Buy	1,806 +270	+18%	+$41.8K	0.08%	86
2025 Q2	$220K	Buy	1,536 +108	+8%	+$15.2K	0.07%	93
2025 Q1	$239K	Buy	1,428 +37	+3%	+$5.79K	0.08%	83
2024 Q4	$201K	Buy	+1,391	New	+$213K	0.07%	83
2023 Q3	–	Sell	-1,637	Closed	-$258K	–	88
2023 Q2	$258K	Buy	+1,637	New	+$262K	0.13%	79

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Brown Wealth Management increased its Chevron (CVX) stake by 4.2% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,989 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #100.

Brown Wealth Management first reported a position in CVX in Q2 2023 and has held it in 8 quarters since. The position peaked at $395K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Brown Wealth Management held 1,989 shares of Chevron worth $330K as of Q2 2026.
Brown Wealth Management bought 81 Chevron shares in Q2 2026, an estimated $15.1K.
Chevron made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #100 holding.
Brown Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 8 quarters since.
Brown Wealth Management's Chevron position peaked at $395K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.