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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deseret Mutual Benefit Administrators's CVX Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Chevron (CVX) stake by 80% in Q1 2026, buying an estimated $760K and bringing the position to 9,388 shares worth $1.94M. The position accounts for 0.66% of the portfolio, ranked #34.

Deseret Mutual Benefit Administrators first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.75M in Q2 2021. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Deseret Mutual Benefit Administrators held 9,388 shares of Chevron worth $1.94M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 4,166 Chevron shares in Q1 2026, an estimated $760K.
Chevron made up 0.66% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #34 holding.
Deseret Mutual Benefit Administrators first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Chevron position peaked at $2.75M in Q2 2021.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.