Deseret Mutual Benefit Administrators’s Chevron CVX Stock Holding History

Deseret Mutual Benefit Administrators’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	$1.38M	Sell	8,343 -1,045	-11%	-$195K	0.45%	47
2026 Q1	$1.94M	Buy	9,388 +4,166	+80%	+$760K	0.66%	34
2025 Q4	$796K	Sell	5,222 -47	-0.9%	-$7.16K	0.34%	51
2025 Q3	$818K	Buy	5,269 +693	+15%	+$107K	0.34%	45
2025 Q2	$655K	Hold	4,576	–	–	0.31%	55
2025 Q1	$766K	Buy	4,576 +135	+3%	+$21.1K	0.38%	47
2024 Q4	$643K	Buy	4,441 +238	+6%	+$36.4K	0.32%	50
2024 Q3	$619K	Buy	4,203 +336	+9%	+$50K	0.32%	51
2024 Q2	$605K	Buy	3,867 +307	+9%	+$49K	0.28%	52
2024 Q1	$562K	Buy	3,560 +378	+12%	+$57K	0.28%	56
2023 Q4	$475K	Sell	3,182 -558	-15%	-$84.4K	0.27%	58
2023 Q3	$631K	Sell	3,740 -521	-12%	-$84.2K	0.31%	56
2023 Q2	$670K	Hold	4,261	–	–	0.26%	56
2023 Q1	$695K	Sell	4,261 -408	-9%	-$68.4K	0.28%	52
2022 Q4	$838K	Sell	4,669 -5,466	-54%	-$954K	0.34%	38
2022 Q3	$1.46M	Sell	10,135 -4,245	-30%	-$647K	0.41%	37
2022 Q2	$2.08M	Sell	14,380 -1,413	-9%	-$234K	0.47%	35
2022 Q1	$2.57M	Sell	15,793 -3,936	-20%	-$564K	0.51%	30
2021 Q4	$2.31M	Sell	19,729 -824	-4%	-$93.6K	0.39%	44
2021 Q3	$2.08M	Sell	20,553 -5,658	-22%	-$564K	0.38%	43
2021 Q2	$2.75M	Buy	+26,211	New	+$2.77M	0.66%	14

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deseret Mutual Benefit Administrators's CVX Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $195K and leaving 8,343 shares worth $1.38M. The position accounts for 0.45% of the portfolio, ranked #47.

Deseret Mutual Benefit Administrators first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.75M in Q2 2021. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Deseret Mutual Benefit Administrators held 8,343 shares of Chevron worth $1.38M as of Q2 2026.
Deseret Mutual Benefit Administrators sold 1,045 Chevron shares in Q2 2026, an estimated $195K.
Chevron made up 0.45% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #47 holding.
Deseret Mutual Benefit Administrators first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Chevron position peaked at $2.75M in Q2 2021.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.