MCM
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MAI Capital Management’s Chevron CVX Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 1819
2025
Q4 		– Hold
0
– – – 1785
2025
Q3 		– Hold
0
– – – 1693
2025
Q2 		– Hold
0
– – – 1650
2025
Q1 		– Hold
0
– – – 1594
2024
Q4 		– Hold
0
– – – 1688

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

MAI Capital Management's CVX Position: Q1 2026 in Review

MAI Capital Management increased its Chevron (CVX) stake by 1.7% in Q1 2026, buying an estimated $887K and bringing the position to 289,852 shares worth $60M. The position accounts for 0.34% of the portfolio, ranked #55.

MAI Capital Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • MAI Capital Management held 289,852 shares of Chevron worth $60M as of Q1 2026.
  • MAI Capital Management bought 4,865 Chevron shares in Q1 2026, an estimated $887K.
  • Chevron made up 0.34% of MAI Capital Management's portfolio in Q1 2026, its #55 holding.
  • MAI Capital Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.