M3 Advisory Group’s Chevron CVX Stock Holding History

M3 Advisory Group’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	$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

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 $295B AUM 31.6% 1-Year Est. Return

M3 Advisory Group's CVX Position: Q1 2026 in Review

M3 Advisory Group opened a new position in Chevron (CVX) in Q1 2026: 1,418 shares worth $293K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings. This is a return to the name: M3 Advisory Group previously reported a position in CVX as recently as Q3 2025.

M3 Advisory Group first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

M3 Advisory Group held 1,418 shares of Chevron worth $293K as of Q1 2026.
Chevron was a new M3 Advisory Group position in Q1 2026.
Chevron made up 0.18% of M3 Advisory Group's portfolio in Q1 2026, its #96 holding.
M3 Advisory Group first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.