Mather Group
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Mather Group’s Chevron CVX Stock Holding History

Mather 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
Q3 		$17.7M Buy
86,610
+36,277
+72% +$7.14M 0.15% 67
2026
Q2 		$8.34M Buy
50,333
+26,846
+114% +$5M 0.07% 121
2026
Q1 		$4.86M Buy
23,487
+2,393
+11% +$436K 0.05% 136
2025
Q4 		$3.21M Buy
21,094
+821
+4% +$125K 0.03% 153
2025
Q3 		$3.15M Buy
20,273
+5,035
+33% +$780K 0.03% 154
2025
Q2 		$2.18M Sell
15,238
-1,150
-7% -$162K 0.02% 183
2025
Q1 		$2.74M Sell
16,388
-8,099
-33% -$1.27M 0.03% 153
2024
Q4 		$3.55M Buy
24,487
+421
+2% +$64.4K 0.05% 133
2024
Q3 		$3.54M Sell
24,066
-20,625
-46% -$3.07M 0.05% 131
2024
Q2 		$7.05M Buy
44,691
+22,699
+103% +$3.62M 0.09% 102
2024
Q1 		$3.28M Sell
21,992
-3,701
-14% -$558K 0.05% 120
2023
Q4 		$3.83M Buy
25,693
+2,504
+11% +$379K 0.06% 113
2023
Q3 		$3.91M Sell
23,189
-675
-3% -$109K 0.07% 103
2023
Q2 		$3.76M Buy
23,864
+2,444
+11% +$392K 0.06% 115
2023
Q1 		$3.49M Buy
21,420
+5,209
+32% +$873K 0.06% 100
2022
Q4 		$2.91M Buy
16,211
+4,447
+38% +$776K 0.06% 110
2022
Q3 		$1.69M Buy
11,764
+868
+8% +$132K 0.04% 147
2022
Q2 		$1.58M Buy
10,896
+83
+0.8% +$13.7K 0.04% 143
2022
Q1 		$1.76M Sell
10,813
-2,015
-16% -$289K 0.03% 121
2021
Q4 		$1.5M Buy
12,828
+1,838
+17% +$209K 0.03% 116
2021
Q3 		$1.12M Buy
10,990
+3,077
+39% +$307K 0.03% 109
2021
Q2 		$829K Sell
7,913
-443
-5% -$46.8K 0.02% 120
2021
Q1 		$876K Sell
8,356
-1,089
-12% -$106K 0.02% 109
2020
Q4 		$798K Buy
9,445
+3,480
+58% +$282K 0.03% 103
2020
Q3 		$430K Sell
5,965
-17,385
-74% -$1.46M 0.02% 149
2020
Q2 		$2.08M Buy
+23,350
New +$2.09M 0.1% 58
2020
Q1 		– Sell
-5,703
Closed -$687K – 150
2019
Q4 		$687K Buy
+5,703
New +$672K 0.04% 74

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Mather Group's CVX Position: Q3 2026 in Review

Mather Group increased its Chevron (CVX) stake by 72% in Q3 2026, buying an estimated $7.14M and bringing the position to 86,610 shares worth $17.7M. The position accounts for 0.15% of the portfolio, ranked #67.

Mather Group first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. 915 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Mather Group held 86,610 shares of Chevron worth $17.7M as of Q3 2026.
  • Mather Group bought 36,277 Chevron shares in Q3 2026, an estimated $7.14M.
  • Chevron made up 0.15% of Mather Group's portfolio in Q3 2026, its #67 holding.
  • Mather Group first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • 915 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.