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Morton Brown Family Wealth’s Chevron CVX Stock Holding History

Morton Brown Family Wealth’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 		$21.7K Buy
131
+13
+11% +$2.42K ﹤0.01% 156
2026
Q1 		$24.4K Hold
118
– – 0.01% 146
2025
Q4 		$18K Hold
118
– – ﹤0.01% 158
2025
Q3 		$18.3K Sell
118
-53
-31% -$8.21K 0.01% 143
2025
Q2 		$24.5K Hold
171
– – 0.01% 136
2025
Q1 		$28.6K Buy
171
+53
+45% +$8.3K 0.01% 132
2024
Q4 		$17.1K Buy
118
+50
+74% +$7.65K 0.01% 144
2024
Q3 		$10K Hold
68
– – ﹤0.01% 168
2024
Q2 		$11K Hold
68
– – ﹤0.01% 150
2024
Q1 		$10.7K Sell
68
-9
-12% -$1.36K ﹤0.01% 149
2023
Q4 		$11.5K Buy
77
+9
+13% +$1.36K 0.01% 172
2023
Q3 		$11.5K Hold
68
– – 0.01% 120
2023
Q2 		$10.7K Sell
68
-15
-18% -$2.4K 0.01% 114
2023
Q1 		$13.5K Buy
83
+15
+22% +$2.52K 0.01% 117
2022
Q4 		$12.2K Sell
68
-15
-18% -$2.62K 0.01% 106
2022
Q3 		$12K Buy
83
+15
+22% +$2.29K 0.01% 101
2022
Q2 		$10K Buy
+68
New +$11.2K 0.01% 108
2022
Q1 		– Sell
-14
Closed -$2K – 162
2021
Q4 		$2K Buy
+14
New +$1.59K ﹤0.01% 161

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Morton Brown Family Wealth's CVX Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $2.42K and bringing the position to 131 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Morton Brown Family Wealth first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.6K in Q1 2025. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Morton Brown Family Wealth held 131 shares of Chevron worth $21.7K as of Q2 2026.
  • Morton Brown Family Wealth bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
  • Chevron made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #156 holding.
  • Morton Brown Family Wealth first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Morton Brown Family Wealth's Chevron position peaked at $28.6K in Q1 2025.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.