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
2023 Q3	–	Sell	-3,898	Closed	-$613K	–	221
2023 Q2	$613K	Sell	3,898 -17,519	-82%	-$2.81M	0.13%	96
2023 Q1	$3.49M	Buy	+21,417	New	+$3.59M	0.36%	53

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

M Holdings Securities's CVX Position: Q2 2026 in Review

M Holdings Securities sold out of Chevron (CVX) in Q2 2026, closing a stake of 38,052 shares — an estimated $7.19M sold.

M Holdings Securities first reported a position in CVX in Q4 2013 and held it in 41 quarters. The position peaked at $7.19M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

M Holdings Securities reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 38,052 Chevron shares in Q2 2026, an estimated $7.19M.
M Holdings Securities first reported a position in Chevron in Q4 2013 and held it in 41 quarters.
M Holdings Securities's Chevron position peaked at $7.19M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.