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

J. M. Brown & Associates Inc.’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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

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

J. M. Brown & Associates Inc. 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.

1,377 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

J. M. Brown & Associates Inc. held 4,115 shares of Chevron worth $682K as of Q2 2026.
Chevron was a new J. M. Brown & Associates Inc. position in Q2 2026.
Chevron made up 0.39% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #84 holding.
1,377 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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