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Forvis Mazars Wealth Advisors’s Chevron CVX Stock Holding History

Forvis Mazars Wealth Advisors’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 		$8.38M Sell
40,494
-553
-1% -$101K 0.16% 66
2025
Q4 		$6.26M Buy
41,047
+319
+0.8% +$48.6K 0.12% 82
2025
Q3 		$6.32M Sell
40,728
-7,330
-15% -$1.14M 0.13% 81
2025
Q2 		$6.88M Sell
48,058
-1,293
-3% -$182K 0.15% 76
2025
Q1 		$8.26M Buy
49,351
+2,349
+5% +$368K 0.2% 62
2024
Q4 		$6.81M Sell
47,002
-1,906
-4% -$292K 0.16% 76
2024
Q3 		$7.2M Sell
48,908
-775
-2% -$115K 0.17% 76
2024
Q2 		$7.77M Sell
49,683
-982
-2% -$157K 0.19% 66
2024
Q1 		$7.99M Buy
50,665
+1,957
+4% +$295K 0.2% 69
2023
Q4 		$7.27M Sell
48,708
-364
-0.7% -$55.1K 0.2% 67
2023
Q3 		$8.27M Sell
49,072
-7,873
-14% -$1.27M 0.25% 63
2023
Q2 		$8.96M Buy
56,945
+6,719
+13% +$1.08M 0.26% 66
2023
Q1 		$8.19M Buy
50,226
+1,730
+4% +$290K 0.27% 62
2022
Q4 		$8.7M Sell
48,496
-751
-2% -$131K 0.3% 60
2022
Q3 		$7.08M Sell
49,247
-815
-2% -$124K 0.29% 57
2022
Q2 		$7.25M Buy
50,062
+4,123
+9% +$682K 0.29% 54
2022
Q1 		$7.48M Buy
45,939
+3,555
+8% +$510K 0.32% 39
2021
Q4 		$4.97M Buy
42,384
+4,142
+11% +$470K 0.21% 53
2021
Q3 		$3.88M Buy
38,242
+6,669
+21% +$665K 0.18% 59
2021
Q2 		$3.31M Sell
31,573
-6,562
-17% -$693K 0.15% 69
2021
Q1 		$4M Sell
38,135
-3,743
-9% -$365K 0.2% 54
2020
Q4 		$3.54M Buy
41,878
+9,788
+31% +$792K 0.18% 63
2020
Q3 		$2.31M Sell
32,090
-1,335
-4% -$112K 0.13% 80
2020
Q2 		$2.98M Buy
33,425
+2,325
+7% +$208K 0.19% 57
2020
Q1 		$2.25M Sell
31,100
-5,797
-16% -$573K 0.18% 59
2019
Q4 		$4.45M Buy
36,897
+2,128
+6% +$251K 0.32% 42
2019
Q3 		$4.12M Buy
34,769
+2,536
+8% +$308K 0.33% 38
2019
Q2 		$4.01M Sell
32,233
-7,058
-18% -$853K 0.33% 38
2019
Q1 		$4.84M Buy
39,291
+7,467
+23% +$883K 0.4% 30
2018
Q4 		$3.46M Buy
31,824
+763
+2% +$88.4K 0.35% 35
2018
Q3 		$3.8M Sell
31,061
-435
-1% -$52.8K 0.33% 39
2018
Q2 		$3.98M Buy
31,496
+289
+0.9% +$35.9K 0.39% 32
2018
Q1 		$3.56M Sell
31,207
-128
-0.4% -$15.3K 0.36% 38
2017
Q4 		$3.92M Sell
31,335
-495
-2% -$58.7K 0.39% 31
2017
Q3 		$3.74M Buy
31,830
+1,957
+7% +$214K 0.41% 28
2017
Q2 		$3.12M Buy
29,873
+2,667
+10% +$283K 0.35% 39
2017
Q1 		$2.92M Buy
27,206
+625
+2% +$70.1K 0.36% 38
2016
Q4 		$3.13M Buy
26,581
+647
+2% +$70.5K 0.41% 37
2016
Q3 		$2.67M Buy
25,934
+748
+3% +$76.4K 0.37% 40
2016
Q2 		$2.64M Buy
25,186
+387
+2% +$38.9K 0.39% 39
2016
Q1 		$2.37M Buy
24,799
+2,978
+14% +$260K 0.38% 39
2015
Q4 		$1.96M Sell
21,821
-2,877
-12% -$259K 0.3% 42
2015
Q3 		$1.95M Sell
24,698
-3,985
-14% -$335K 0.34% 38
2015
Q2 		$2.77M Sell
28,683
-4,251
-13% -$446K 0.41% 32
2015
Q1 		$3.46M Buy
32,934
+2,496
+8% +$266K 0.5% 28
2014
Q4 		$3.42M Buy
30,438
+6,528
+27% +$742K 0.56% 27
2014
Q3 		$2.85M Buy
23,910
+123
+0.5% +$15.7K 0.49% 29
2014
Q2 		$3.1M Sell
23,787
-2,627
-10% -$327K 0.53% 28
2014
Q1 		$3.15M Buy
26,414
+310
+1% +$36.1K 0.56% 27
2013
Q4 		$3.26M Buy
26,104
+1,284
+5% +$155K 0.6% 23
2013
Q3 		$3.02M Buy
24,820
+599
+2% +$73.6K 0.62% 23
2013
Q2 		$2.87M Buy
+24,221
New +$2.93M 2.27% 7

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CVX Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Chevron (CVX) stake by 1.3% in Q1 2026, selling an estimated $101K and leaving 40,494 shares worth $8.38M. The position accounts for 0.16% of the portfolio, ranked #66.

Forvis Mazars Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.96M in Q2 2023. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 40,494 shares of Chevron worth $8.38M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 553 Chevron shares in Q1 2026, an estimated $101K.
  • Chevron made up 0.16% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Chevron position peaked at $8.96M in Q2 2023.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.