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MASECO Private Wealth’s Chevron CVX Stock Holding History

MASECO 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 		$13.3K Buy
80
+16
+25% +$2.98K ﹤0.01% 238
2026
Q1 		$13.2K Sell
64
-259
-80% -$47.2K ﹤0.01% 229
2025
Q4 		$49.2K Buy
+323
New +$49.2K ﹤0.01% 178
2025
Q3 		– Sell
-369
Closed -$52.8K – 330
2025
Q2 		$52.8K Buy
+369
New +$52K ﹤0.01% 169

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

MASECO Private Wealth increased its Chevron (CVX) stake by 25% in Q2 2026, buying an estimated $2.98K and bringing the position to 80 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

MASECO Private Wealth first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $52.8K in Q2 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MASECO Private Wealth held 80 shares of Chevron worth $13.3K as of Q2 2026.
  • MASECO Private Wealth bought 16 Chevron shares in Q2 2026, an estimated $2.98K.
  • Chevron made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #238 holding.
  • MASECO Private Wealth first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Chevron position peaked at $52.8K in Q2 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.