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Brown Financial Advisors

SEC CIK
0002035548
Latest filing
Aug 26, 2026

CVX holding history

Chevron Corp in every 13F filed by Brown Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
13,306
Value
$2.21M
% of portfolio
0.8%
Quarters held
9
Since Q2 2024
Holdings of CVX by Brown Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,306$2.21M0.8%+518+4.1%AddedHolders
Q1 202612,788$2.65M1.0%−3,272−20.4%ReducedHolders
Q4 202516,060$2.45M0.9%−24−0.1%ReducedHolders
Q3 202516,084$2.50M0.9%+45+0.3%AddedHolders
Q2 202516,039$2.30M0.9%+1,207+8.1%AddedHolders
Q1 202514,832$2.48M1.0%+838+6.0%AddedHolders
Q4 202413,994$2.03M0.8%+926+7.1%AddedHolders
Q3 202413,068$1.92M0.8%−1,824−12.2%ReducedHolders
Q2 202414,892$2.33M1.0%–No prior filingHolders