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Mattson Financial Services’s Chevron CVX Stock Holding History

Mattson Financial Services’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 		$5.17M Buy
28,131
+732
+3% +$136K 1.08% 19
2026
Q1 		$5.67M Sell
27,399
-3,337
-11% -$608K 1.35% 11
2025
Q4 		$4.68M Buy
30,736
+745
+2% +$113K 1.09% 18
2025
Q3 		$4.66M Buy
29,991
+560
+2% +$86.7K 1.11% 21
2025
Q2 		$4.21M Buy
29,431
+3,073
+12% +$433K 1.14% 20
2025
Q1 		$4.41M Buy
26,358
+1,050
+4% +$164K 1.33% 14
2024
Q4 		$3.73M Buy
25,308
+49
+0.2% +$7.5K 1.18% 20
2024
Q3 		$3.95M Sell
25,259
-158
-0.6% -$23.5K 1.42% 12
2024
Q2 		$3.98M Buy
+25,417
New +$4.05M 1.42% 12

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

Mattson Financial Services's CVX Position: Q2 2026 in Review

Mattson Financial Services increased its Chevron (CVX) stake by 2.7% in Q2 2026, buying an estimated $136K and bringing the position to 28,131 shares worth $5.17M. The position accounts for 1.08% of the portfolio, ranked #19.

Mattson Financial Services first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.67M in Q1 2026. 2,447 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mattson Financial Services held 28,131 shares of Chevron worth $5.17M as of Q2 2026.
  • Mattson Financial Services bought 732 Chevron shares in Q2 2026, an estimated $136K.
  • Chevron made up 1.08% of Mattson Financial Services's portfolio in Q2 2026, its #19 holding.
  • Mattson Financial Services first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's Chevron position peaked at $5.67M in Q1 2026.
  • 2,447 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.