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Mayfair Advisory Group’s Chevron CVX Stock Holding History

Mayfair Advisory 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
Q1 		$1.54M Sell
7,461
-245
-3% -$44.7K 0.54% 36
2025
Q4 		$1.2M Sell
7,706
-43
-0.6% -$6.55K 0.47% 43
2025
Q3 		$1.2M Buy
7,749
+141
+2% +$21.8K 0.52% 39
2025
Q2 		$1.18M Sell
7,608
-708
-9% -$99.8K 0.56% 40
2025
Q1 		$1.39M Sell
8,316
-349
-4% -$54.6K 0.8% 25
2024
Q4 		$1.26M Sell
8,665
-383
-4% -$58.6K 0.74% 26
2024
Q3 		$1.36M Sell
9,048
-270
-3% -$40.2K 0.86% 25
2024
Q2 		$1.45M Sell
9,318
-89
-0.9% -$14.2K 0.98% 24
2024
Q1 		$1.48M Buy
9,407
+65
+0.7% +$9.81K 1.08% 19
2023
Q4 		$1.4M Buy
9,342
+311
+3% +$47K 1.19% 17
2023
Q3 		$1.5M Buy
9,031
+2,554
+39% +$413K 1.45% 15
2023
Q2 		$999K Buy
6,477
+149
+2% +$23.9K 1% 24
2023
Q1 		$1.09M Buy
6,328
+221
+4% +$37.1K 1.18% 21
2022
Q4 		$1.07M Sell
6,107
-72
-1% -$12.6K 1.36% 17
2022
Q3 		$938K Buy
6,179
+785
+15% +$120K 1.33% 16
2022
Q2 		$883K Buy
5,394
+116
+2% +$19.2K 1.16% 24
2022
Q1 		$867K Sell
5,278
-24
-0.5% -$3.44K 1.11% 19
2021
Q4 		$648K Buy
5,302
+578
+12% +$65.7K 0.86% 28
2021
Q3 		$495K Hold
4,724
– – 0.76% 33
2021
Q2 		$495K Buy
4,724
+40
+0.9% +$4.22K 0.78% 33
2021
Q1 		$495K Sell
4,684
-50
-1% -$4.88K 0.88% 30
2020
Q4 		$400K Buy
4,734
+1,372
+41% +$111K 0.78% 32
2020
Q3 		$242K Buy
3,362
+967
+40% +$81.3K 0.62% 43
2020
Q2 		$214K Buy
+2,395
New +$214K 0.69% 39

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mayfair Advisory Group's CVX Position: Q1 2026 in Review

Mayfair Advisory Group reduced its Chevron (CVX) stake by 3.2% in Q1 2026, selling an estimated $44.7K and leaving 7,461 shares worth $1.54M. The position accounts for 0.54% of the portfolio, ranked #36.

Mayfair Advisory Group first reported a position in CVX in Q2 2020 and has held it in 24 quarters since. 4,277 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mayfair Advisory Group held 7,461 shares of Chevron worth $1.54M as of Q1 2026.
  • Mayfair Advisory Group sold 245 Chevron shares in Q1 2026, an estimated $44.7K.
  • Chevron made up 0.54% of Mayfair Advisory Group's portfolio in Q1 2026, its #36 holding.
  • Mayfair Advisory Group first reported a position in Chevron in Q2 2020 and has held it in 24 quarters since.
  • 4,277 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.