MHS
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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

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 $295B AUM 31.6% 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. 4,268 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.
  • 4,268 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.