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Disclosery

Brown Financial Advisors: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Financial Advisors on CVX, newest first. How the timeline and the estimate are built.

Brown Financial Advisors held 13,306 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,306 shares
    Change vs previous 13F +518 shares

    0.77% of the 13F portfolio, value $2,205,603.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,788 shares
    Change vs previous 13F -3,272 shares

    1% of the 13F portfolio, value $2,645,837.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,060 shares
    Change vs previous 13F -24 shares

    0.9% of the 13F portfolio, value $2,447,705.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,084 shares
    Change vs previous 13F +45 shares

    0.92% of the 13F portfolio, value $2,497,684.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,039 shares
    Change vs previous 13F +1,207 shares

    0.9% of the 13F portfolio, value $2,296,624.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,832 shares
    Change vs previous 13F +838 shares

    1.02% of the 13F portfolio, value $2,481,245.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,994 shares
    Change vs previous 13F +926 shares

    0.81% of the 13F portfolio, value $2,026,891.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,068 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,924,524.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).