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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
Q2 		– Hold
0
– – – 1935
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MAI Capital Management's CVX Position: Q2 2026 in Review

MAI Capital Management increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $12M and bringing the position to 354,342 shares worth $58.7M. The position accounts for 0.22% of the portfolio, ranked #94.

MAI Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $60M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MAI Capital Management held 354,342 shares of Chevron worth $58.7M as of Q2 2026.
  • MAI Capital Management bought 64,490 Chevron shares in Q2 2026, an estimated $12M.
  • Chevron made up 0.22% of MAI Capital Management's portfolio in Q2 2026, its #94 holding.
  • MAI Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • MAI Capital Management's Chevron position peaked at $60M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.