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MA Private Wealth’s Chevron CVX Stock Holding History

MA Private Wealth’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
Q2 		$578K Sell
3,487
-22
-0.6% -$4.09K 0.09% 63
2026
Q1 		$726K Sell
3,509
-81
-2% -$14.8K 0.12% 60
2025
Q4 		$547K Hold
3,590
– – 0.09% 61
2025
Q3 		$557K Buy
3,590
+175
+5% +$27.1K 0.09% 60
2025
Q2 		$489K Hold
3,415
– – 0.09% 62
2025
Q1 		$571K Hold
3,415
– – 0.11% 54
2024
Q4 		$495K Buy
+3,415
New +$523K 0.09% 53
2023
Q1 		– Sell
-2,947
Closed -$529K – 68
2022
Q4 		$529K Buy
2,947
+20
+0.7% +$3.49K 0.13% 56
2022
Q3 		$507K Buy
2,927
+22
+0.8% +$3.35K 0.13% 52
2022
Q2 		$401K Sell
2,905
-269
-8% -$44.5K 0.1% 53
2022
Q1 		$517K Buy
3,174
+24
+0.8% +$3.44K 0.09% 58
2021
Q4 		$370K Sell
3,150
-476
-13% -$54.1K 0.07% 68
2021
Q3 		$368K Buy
3,626
+39
+1% +$3.89K 0.07% 67
2021
Q2 		$376K Buy
3,587
+34
+1% +$3.59K 0.07% 71
2021
Q1 		$372K Buy
+3,553
New +$347K 0.08% 68
2020
Q4 		– Sell
-3,644
Closed -$262K – 70
2020
Q3 		$262K Buy
3,644
+70
+2% +$5.89K 0.06% 70
2020
Q2 		$319K Buy
3,574
+33
+0.9% +$2.95K 0.08% 64
2020
Q1 		$257K Buy
3,541
+35
+1% +$3.46K 0.08% 69
2019
Q4 		$423K Buy
+3,506
New +$413K 0.13% 46

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

MA Private Wealth's CVX Position: Q2 2026 in Review

MA Private Wealth reduced its Chevron (CVX) stake by 0.63% in Q2 2026, selling an estimated $4.09K and leaving 3,487 shares worth $578K. The position accounts for 0.09% of the portfolio, ranked #63.

MA Private Wealth first reported a position in CVX in Q4 2019 and has held it in 19 quarters since. The position peaked at $726K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MA Private Wealth held 3,487 shares of Chevron worth $578K as of Q2 2026.
  • MA Private Wealth sold 22 Chevron shares in Q2 2026, an estimated $4.09K.
  • Chevron made up 0.09% of MA Private Wealth's portfolio in Q2 2026, its #63 holding.
  • MA Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 19 quarters since.
  • MA Private Wealth's Chevron position peaked at $726K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.