M3 Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
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.