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Massachusetts Wealth Management’s Chevron CVX Stock Holding History

Massachusetts Wealth 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 		$4.7M Sell
28,354
-125
-0.4% -$23.3K 1.79% 15
2026
Q1 		$5.89M Buy
28,479
+8,285
+41% +$1.51M 2.55% 6
2025
Q4 		$3.08M Sell
20,194
-49
-0.2% -$7.46K 1.43% 22
2025
Q3 		$3.14M Sell
20,243
-10
-0% -$1.55K 1.56% 18
2025
Q2 		$2.9M Sell
20,253
-10
-0% -$1.41K 1.64% 15
2025
Q1 		$3.39M Sell
20,263
-325
-2% -$50.9K 2.32% 9
2024
Q4 		$2.98M Sell
20,588
-200
-1% -$30.6K 1.84% 11
2024
Q3 		$3.06M Sell
20,788
-1,803
-8% -$268K 1.93% 9
2024
Q2 		$3.53M Buy
22,591
+450
+2% +$71.8K 2.37% 8
2024
Q1 		$3.49M Buy
22,141
+700
+3% +$106K 2.46% 7
2023
Q4 		$3.2M Buy
21,441
+834
+4% +$126K 2.58% 8
2023
Q3 		$3.47M Sell
20,607
-350
-2% -$56.5K 3.19% 5
2023
Q2 		$3.3M Sell
20,957
-125
-0.6% -$20K 3.15% 5
2023
Q1 		$3.44M Sell
21,082
-1,950
-8% -$327K 3.55% 4
2022
Q4 		$4.01M Buy
+23,032
New +$4.02M 3.87% 3

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Massachusetts Wealth Management's CVX Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its Chevron (CVX) stake by 0.44% in Q2 2026, selling an estimated $23.3K and leaving 28,354 shares worth $4.7M. The position accounts for 1.79% of the portfolio, ranked #15.

Massachusetts Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.89M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Massachusetts Wealth Management held 28,354 shares of Chevron worth $4.7M as of Q2 2026.
  • Massachusetts Wealth Management sold 125 Chevron shares in Q2 2026, an estimated $23.3K.
  • Chevron made up 1.79% of Massachusetts Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Massachusetts Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Chevron position peaked at $5.89M in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.