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Mason & Associates (California)’s Chevron CVX Stock Holding History

Mason & Associates (California)’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 		$369K Sell
2,229
-31
-1% -$5.77K 0.06% 131
2026
Q1 		$476K Sell
2,260
-30
-1% -$5.47K 0.09% 111
2025
Q4 		$349K Buy
2,290
+7
+0.3% +$1.07K 0.07% 122
2025
Q3 		$355K Buy
2,283
+81
+4% +$12.5K 0.07% 97
2025
Q2 		$315K Sell
2,202
-61
-3% -$8.6K 0.07% 92
2025
Q1 		$379K Sell
2,263
-123
-5% -$19.3K 0.09% 78
2024
Q4 		$346K Buy
2,386
+171
+8% +$26.2K 0.08% 82
2024
Q3 		$326K Sell
2,215
-148
-6% -$22K 0.08% 84
2024
Q2 		$370K Buy
2,363
+98
+4% +$15.6K 0.1% 78
2024
Q1 		$357K Hold
2,265
– – 0.1% 76
2023
Q4 		$338K Hold
2,265
– – 0.1% 65
2023
Q3 		$382K Hold
2,265
– – 0.12% 59
2023
Q2 		$356K Sell
2,265
-928
-29% -$149K 0.11% 62
2023
Q1 		$521K Buy
3,193
+8
+0.3% +$1.34K 0.16% 48
2022
Q4 		$572K Buy
3,185
+1,282
+67% +$224K 0.18% 43
2022
Q3 		$273K Hold
1,903
– – 0.1% 66
2022
Q2 		$276K Hold
1,903
– – 0.1% 74
2022
Q1 		$310K Hold
1,903
– – 0.09% 87
2021
Q4 		$223K Buy
+1,903
New +$216K 0.07% 92

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

Mason & Associates (California)'s CVX Position: Q2 2026 in Review

Mason & Associates (California) reduced its Chevron (CVX) stake by 1.4% in Q2 2026, selling an estimated $5.77K and leaving 2,229 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #131.

Mason & Associates (California) first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mason & Associates (California) held 2,229 shares of Chevron worth $369K as of Q2 2026.
  • Mason & Associates (California) sold 31 Chevron shares in Q2 2026, an estimated $5.77K.
  • Chevron made up 0.06% of Mason & Associates (California)'s portfolio in Q2 2026, its #131 holding.
  • Mason & Associates (California) first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s Chevron position peaked at $572K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.