MWM
CVX icon

Mattern Wealth Management’s Chevron CVX Stock Holding History

Mattern 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 		$2.79M Buy
16,837
+1,177
+8% +$219K 0.46% 39
2026
Q1 		$3.24M Sell
15,660
-4,775
-23% -$871K 0.63% 29
2025
Q4 		$3.11M Sell
20,435
-340
-2% -$51.8K 0.6% 30
2025
Q3 		$3.23M Sell
20,775
-457
-2% -$70.8K 0.64% 30
2025
Q2 		$3.04M Sell
21,232
-299
-1% -$42.2K 0.63% 30
2025
Q1 		$3.6M Buy
21,531
+99
+0.5% +$15.5K 0.8% 25
2024
Q4 		$3.1M Sell
21,432
-2,315
-10% -$354K 0.68% 29
2024
Q3 		$3.5M Sell
23,747
-11,368
-32% -$1.69M 0.77% 25
2024
Q2 		$5.49M Sell
35,115
-2,462
-7% -$393K 1.32% 15
2024
Q1 		$5.93M Sell
37,577
-1,091
-3% -$165K 1.44% 14
2023
Q4 		$5.77M Sell
38,668
-30
-0.1% -$4.54K 1.48% 11
2023
Q3 		$6.53M Buy
38,698
+3,779
+11% +$610K 1.91% 10
2023
Q2 		$5.49M Buy
34,919
+4,631
+15% +$742K 1.6% 10
2023
Q1 		$4.94M Sell
30,288
-88
-0.3% -$14.8K 1.64% 8
2022
Q4 		$5.45M Buy
30,376
+1,633
+6% +$285K 2.2% 7
2022
Q3 		$4.13M Buy
28,743
+16
+0.1% +$2.44K 1.66% 12
2022
Q2 		$4.16M Buy
28,727
+892
+3% +$147K 1.63% 13
2022
Q1 		$4.53M Sell
27,835
-2,496
-8% -$358K 1.48% 13
2021
Q4 		$3.56M Buy
30,331
+331
+1% +$37.6K 1.05% 24
2021
Q3 		$3.04M Sell
30,000
-164
-0.5% -$16.4K 1.02% 24
2021
Q2 		$2.98M Buy
30,164
+7,281
+32% +$769K 0.95% 27
2021
Q1 		$2.4M Sell
22,883
-2,340
-9% -$228K 0.85% 34
2020
Q4 		$2.13M Buy
25,223
+182
+0.7% +$14.7K 0.81% 34
2020
Q3 		$1.8M Sell
25,041
-862
-3% -$72.5K 0.77% 38
2020
Q2 		$2.31M Sell
25,903
-2,199
-8% -$197K 1.12% 26
2020
Q1 		$2.04M Buy
28,102
+5,338
+23% +$527K 1.47% 20
2019
Q4 		$2.74M Buy
+22,764
New +$2.68M 1.65% 9

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

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

Mattern Wealth Management increased its Chevron (CVX) stake by 7.5% in Q2 2026, buying an estimated $219K and bringing the position to 16,837 shares worth $2.79M. The position accounts for 0.46% of the portfolio, ranked #39.

Mattern Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.53M in Q3 2023. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mattern Wealth Management held 16,837 shares of Chevron worth $2.79M as of Q2 2026.
  • Mattern Wealth Management bought 1,177 Chevron shares in Q2 2026, an estimated $219K.
  • Chevron made up 0.46% of Mattern Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Mattern Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Chevron position peaked at $6.53M in Q3 2023.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.