MFG
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Mainsail Financial Group’s Chevron CVX Stock Holding History

Mainsail Financial 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
Q2 		$1.19M Buy
7,178
+1,081
+18% +$201K 0.4% 42
2026
Q1 		$1.26M Sell
6,097
-676
-10% -$123K 0.53% 43
2025
Q4 		$1.03M Buy
6,773
+29
+0.4% +$4.42K 0.43% 48
2025
Q3 		$1.05M Buy
6,744
+241
+4% +$37.3K 0.45% 46
2025
Q2 		$980K Buy
6,503
+251
+4% +$35.4K 0.46% 46
2025
Q1 		$1.05M Buy
6,252
+347
+6% +$54.3K 0.59% 39
2024
Q4 		$855K Buy
5,905
+42
+0.7% +$6.43K 0.5% 42
2024
Q3 		$877K Buy
5,863
+1,183
+25% +$176K 0.52% 42
2024
Q2 		$732K Buy
4,680
+276
+6% +$44K 0.43% 46
2024
Q1 		$695K Buy
4,404
+151
+4% +$22.8K 0.48% 46
2023
Q4 		$609K Buy
4,253
+717
+20% +$108K 0.47% 45
2023
Q3 		$589K Buy
+3,536
New +$571K 0.53% 44

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mainsail Financial Group's CVX Position: Q2 2026 in Review

Mainsail Financial Group increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $201K and bringing the position to 7,178 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #42.

Mainsail Financial Group first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mainsail Financial Group held 7,178 shares of Chevron worth $1.19M as of Q2 2026.
  • Mainsail Financial Group bought 1,081 Chevron shares in Q2 2026, an estimated $201K.
  • Chevron made up 0.4% of Mainsail Financial Group's portfolio in Q2 2026, its #42 holding.
  • Mainsail Financial Group first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Mainsail Financial Group's Chevron position peaked at $1.26M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.