Mascoma Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.4K | Buy |
298
+5
| +2% | +$931 | 0.01% | 186 |
|
|
2026
Q1 | $60.6K | Hold |
293
| – | – | 0.01% | 172 |
|
|
2025
Q4 | $44.6K | Sell |
293
-1,473
| -83% | -$224K | 0.01% | 189 |
|
|
2025
Q3 | $274K | Sell |
1,766
-31
| -2% | -$4.8K | 0.06% | 78 |
|
|
2025
Q2 | $257K | Hold |
1,797
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $301K | Sell |
1,797
-61
| -3% | -$9.55K | 0.07% | 75 |
|
|
2024
Q4 | $269K | Buy |
1,858
+92
| +5% | +$14.1K | 0.07% | 81 |
|
|
2024
Q3 | $260K | Hold |
1,766
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $276K | Buy |
1,766
+1,058
| +149% | +$169K | 0.07% | 78 |
|
|
2024
Q1 | $112K | Sell |
708
-33
| -4% | -$4.98K | 0.03% | 130 |
|
|
2023
Q4 | $111K | Sell |
741
-12
| -2% | -$1.81K | 0.03% | 131 |
|
|
2023
Q3 | $127K | Buy |
753
+12
| +2% | +$1.94K | 0.04% | 122 |
|
|
2023
Q2 | $118K | Sell |
741
-106
| -13% | -$17K | 0.04% | 128 |
|
|
2023
Q1 | $143K | Hold |
847
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $152K | Sell |
847
-52
| -6% | -$9.07K | 0.05% | 130 |
|
|
2022
Q3 | $129K | Sell |
899
-13
| -1% | -$1.98K | 0.04% | 142 |
|
|
2022
Q2 | $132K | Buy |
912
+13
| +1% | +$2.15K | 0.05% | 148 |
|
|
2022
Q1 | $146K | Buy |
899
+85
| +10% | +$12.2K | 0.05% | 144 |
|
|
2021
Q4 | $96K | Hold |
814
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $83K | Buy |
+814
| New | +$81.2K | 0.03% | 168 |
|
|
2021
Q2 | – | Sell |
-684
| Closed | -$72K | – | 177 |
|
|
2021
Q1 | $72K | Buy |
+684
| New | +$66.8K | 0.03% | 173 |
|
|
2019
Q3 | – | Sell |
-590
| Closed | -$73K | – | 134 |
|
|
2019
Q2 | $73K | Hold |
590
| – | – | 0.05% | 134 |
|
|
2019
Q1 | $73K | Hold |
590
| – | – | 0.05% | 124 |
|
|
2018
Q4 | $64K | Hold |
590
| – | – | 0.05% | 130 |
|
|
2018
Q3 | $72K | Sell |
590
-80
| -12% | -$9.71K | 0.05% | 139 |
|
|
2018
Q2 | $85K | Buy |
670
+70
| +12% | +$8.69K | 0.06% | 121 |
|
|
2018
Q1 | $68K | Hold |
600
| – | – | 0.04% | 130 |
|
|
2017
Q4 | $73K | Sell |
600
-239
| -28% | -$28.3K | 0.05% | 125 |
|
|
2017
Q3 | $99K | Buy |
839
+133
| +19% | +$14.5K | 0.07% | 114 |
|
|
2017
Q2 | $74K | Sell |
706
-408
| -37% | -$43.2K | 0.05% | 132 |
|
|
2017
Q1 | $120K | Hold |
1,114
| – | – | 0.09% | 90 |
|
|
2016
Q4 | $131K | Buy |
+1,114
| New | +$121K | 0.1% | 88 |
|
Other funds holding CVX
Mascoma Wealth Management's CVX Position: Q2 2026 in Review
Mascoma Wealth Management increased its Chevron (CVX) stake by 1.7% in Q2 2026, buying an estimated $931 and bringing the position to 298 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #186.
Mascoma Wealth Management first reported a position in CVX in Q4 2016 and has held it in 32 quarters since. The position peaked at $301K in Q1 2025. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Mascoma Wealth Management held 298 shares of Chevron worth $49.4K as of Q2 2026.
- Mascoma Wealth Management bought 5 Chevron shares in Q2 2026, an estimated $931.
- Chevron made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #186 holding.
- Mascoma Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Chevron position peaked at $301K in Q1 2025.
- 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.