M Holdings Securities’s Chevron CVX Stock Holding History

M Holdings Securities’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	$7.19M	Buy	38,052 +402	+1%	+$73.3K	0.49%	39
2025 Q4	$5.74M	Buy	+37,650	New	+$5.73M	0.41%	46
2025 Q2	–	Sell	-11,224	Closed	-$1.88M	–	163
2025 Q1	$1.88M	Buy	+11,224	New	+$1.76M	0.31%	63
2024 Q3	–	Sell	-1,401	Closed	-$219K	–	154
2024 Q2	$219K	Buy	+1,401	New	+$223K	0.03%	276
2024 Q1	–	Sell	-17,831	Closed	-$2.66M	–	137
2023 Q4	$2.66M	Sell	17,831 -1,192	-6%	-$180K	0.3%	62
2023 Q3	$3.21M	Buy	+19,023	New	+$3.07M	0.42%	49
2023 Q1	–	Sell	-27,810	Closed	-$4.66M	–	495
2022 Q4	$4.99M	Sell	27,810 -489	-2%	-$85.3K	0.53%	38
2022 Q3	$4.07M	Sell	28,299 -132	-0.5%	-$20.1K	0.45%	46
2022 Q2	$4.12M	Sell	28,431 -1,045	-4%	-$173K	0.42%	52
2022 Q1	$4.8M	Buy	+29,476	New	+$4.23M	0.36%	56
2021 Q2	$3.25M	Buy	31,031 +113	+0.4%	+$11.9K	0.32%	71
2021 Q1	$3.24M	Buy	30,918 +16,349	+112%	+$1.6M	0.3%	77
2020 Q4	$1.23M	Sell	14,569 -8,203	-36%	-$664K	0.16%	117
2020 Q3	$1.64M	Sell	22,772 -34	-0.1%	-$2.86K	0.26%	80
2020 Q2	$2.04M	Sell	22,806 -8,361	-27%	-$749K	0.36%	71
2020 Q1	$2.26M	Buy	31,167 +18,371	+144%	+$1.82M	0.33%	83
2019 Q4	$1.54M	Sell	12,796 -9,358	-42%	-$1.1M	0.45%	64
2019 Q3	$2.63M	Sell	22,154 -1,325	-6%	-$161K	0.81%	38
2019 Q2	$2.92M	Sell	23,479 -3,558	-13%	-$430K	0.99%	29
2019 Q1	$3.33M	Buy	27,037 +6,422	+31%	+$760K	0.77%	29
2018 Q4	$2.24M	Sell	20,615 -737	-3%	-$85.4K	0.7%	33
2018 Q3	$2.61M	Buy	21,352 +372	+2%	+$45.1K	0.68%	32
2018 Q2	$2.65M	Buy	20,980 +1,828	+10%	+$227K	0.73%	28
2018 Q1	$2.18M	Sell	19,152 -153	-0.8%	-$18.3K	0.67%	30
2017 Q4	$2.42M	Sell	19,305 -4,340	-18%	-$515K	0.73%	29
2017 Q3	$2.78M	Sell	23,645 -351	-1%	-$38.3K	0.88%	21
2017 Q2	$2.5M	Buy	23,996 +9,494	+65%	+$1.01M	0.85%	22
2017 Q1	$1.56M	Sell	14,502 -46,481	-76%	-$5.21M	0.6%	40
2016 Q4	$7.08M	Buy	60,983 +37,713	+162%	+$4.11M	2.45%	7
2016 Q3	$2.4M	Buy	23,270 +131	+0.6%	+$13.4K	1.09%	15
2016 Q2	$2.43M	Buy	23,139 +934	+4%	+$93.9K	1.24%	14
2016 Q1	$2.12M	Sell	22,205 -1,353	-6%	-$118K	1.3%	12
2015 Q4	$2.12M	Buy	23,558 +5,113	+28%	+$461K	1.42%	11
2015 Q3	$1.46M	Buy	18,445 +2,585	+16%	+$218K	1.04%	19
2015 Q2	$1.53M	Sell	15,860 -170	-1%	-$17.9K	1.02%	20
2015 Q1	$1.68M	Sell	16,030 -595	-4%	-$63.5K	1.1%	19
2014 Q4	$1.86M	Buy	16,625 +8,397	+102%	+$954K	1.21%	15
2014 Q3	$975K	Sell	8,228 -8,563	-51%	-$1.09M	0.54%	45
2014 Q2	$2.19M	Buy	16,791 +6,171	+58%	+$768K	1.4%	14
2014 Q1	$1.26M	Sell	10,620 -5,311	-33%	-$618K	1.32%	22
2013 Q4	$1.99M	Buy	+15,931	New	+$1.93M	1.42%	15

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

M Holdings Securities's CVX Position: Q1 2026 in Review

M Holdings Securities increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $73.3K and bringing the position to 38,052 shares worth $7.19M. The position accounts for 0.49% of the portfolio, ranked #39.

M Holdings Securities first reported a position in CVX in Q4 2013 and has held it in 41 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

M Holdings Securities held 38,052 shares of Chevron worth $7.19M as of Q1 2026.
M Holdings Securities bought 402 Chevron shares in Q1 2026, an estimated $73.3K.
Chevron made up 0.49% of M Holdings Securities's portfolio in Q1 2026, its #39 holding.
M Holdings Securities first reported a position in Chevron in Q4 2013 and has held it in 41 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.