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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
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 		$1.11M 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

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

Mather Group's CVX Position: Q2 2026 in Review

Mather Group increased its Chevron (CVX) stake by 114% in Q2 2026, buying an estimated $5M and bringing the position to 50,333 shares worth $8.34M. The position accounts for 0.07% of the portfolio, ranked #121.

Mather Group first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mather Group held 50,333 shares of Chevron worth $8.34M as of Q2 2026.
  • Mather Group bought 26,846 Chevron shares in Q2 2026, an estimated $5M.
  • Chevron made up 0.07% of Mather Group's portfolio in Q2 2026, its #121 holding.
  • Mather Group first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.