JMBA
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J. M. Brown & Associates’s Chevron CVX Stock Holding History

J. M. Brown & Associates’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 		$682K Buy
+4,115
New +$766K 0.39% 84

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J. M. Brown & Associates's CVX Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Chevron (CVX) in Q2 2026: 4,115 shares worth $682K. The stake represents 0.39% of the portfolio and ranks #84 among its holdings.

3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • J. M. Brown & Associates held 4,115 shares of Chevron worth $682K as of Q2 2026.
  • Chevron was a new J. M. Brown & Associates position in Q2 2026.
  • Chevron made up 0.39% of J. M. Brown & Associates's portfolio in Q2 2026, its #84 holding.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.