M3 Advisory Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Buy
1,451
+33
+2% +$6.14K 0.12% 138
2026
Q1
$293K Buy
+1,418
New +$259K 0.18% 96
2025
Q4
Sell
-1,322
Closed -$205K 146
2025
Q3
$205K Buy
+1,322
New +$205K 0.13% 146
2025
Q2
Sell
-1,431
Closed -$239K 150
2025
Q1
$239K Sell
1,431
-81
-5% -$12.7K 0.19% 114
2024
Q4
$219K Sell
1,512
-260
-15% -$39.8K 0.16% 136
2024
Q3
$261K Sell
1,772
-32
-2% -$4.76K 0.19% 115
2024
Q2
$282K Buy
1,804
+111
+7% +$17.7K 0.23% 104
2024
Q1
$267K Buy
+1,693
New +$255K 0.24% 98

Other funds holding CVX

M3 Advisory Group's CVX Position: Q2 2026 in Review

M3 Advisory Group increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $6.14K and bringing the position to 1,451 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #138.

M3 Advisory Group first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. The position peaked at $293K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • M3 Advisory Group held 1,451 shares of Chevron worth $240K as of Q2 2026.
  • M3 Advisory Group bought 33 Chevron shares in Q2 2026, an estimated $6.14K.
  • Chevron made up 0.12% of M3 Advisory Group's portfolio in Q2 2026, its #138 holding.
  • M3 Advisory Group first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
  • M3 Advisory Group's Chevron position peaked at $293K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.