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Mayflower Financial Advisors’s Chevron CVX Stock Holding History

Mayflower Financial Advisors’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 		$16.3M Buy
98,259
+74,231
+309% +$13.8M 1.41% 13
2026
Q1 		$4.97M Buy
24,028
+685
+3% +$125K 0.6% 39
2025
Q4 		$3.56M Sell
23,343
-862
-4% -$131K 0.43% 63
2025
Q3 		$3.76M Buy
24,205
+1,843
+8% +$285K 0.47% 55
2025
Q2 		$3.2M Buy
22,362
+845
+4% +$119K 0.45% 56
2025
Q1 		$3.6M Sell
21,517
-68
-0.3% -$10.6K 0.55% 47
2024
Q4 		$3.13M Buy
21,585
+4,289
+25% +$656K 0.47% 53
2024
Q3 		$2.55M Buy
17,296
+2,216
+15% +$330K 0.38% 61
2024
Q2 		$2.36M Sell
15,080
-1,623
-10% -$259K 0.39% 64
2024
Q1 		$2.63M Sell
16,703
-72,861
-81% -$11M 0.44% 60
2023
Q4 		$13.4M Sell
89,564
-3,267
-4% -$494K 1.84% 11
2023
Q3 		$15.7M Buy
92,831
+554
+0.6% +$89.5K 2.34% 7
2023
Q2 		$14.5M Sell
92,277
-100
-0.1% -$16K 1.88% 10
2023
Q1 		$15.1M Buy
92,377
+264
+0.3% +$44.3K 1.98% 10
2022
Q4 		$16.5M Buy
92,113
+1,453
+2% +$254K 2.3% 6
2022
Q3 		$13M Buy
90,660
+810
+0.9% +$124K 2.1% 10
2022
Q2 		$13M Sell
89,850
-12
-0% -$1.98K 1.99% 10
2022
Q1 		$14.6M Sell
89,862
-750
-0.8% -$108K 1.97% 12
2021
Q4 		$10.6M Buy
90,612
+824
+0.9% +$93.6K 1.41% 16
2021
Q3 		$10M Buy
89,788
+20,172
+29% +$2.01M 1.35% 17
2021
Q2 		$7.29M Buy
69,616
+10,077
+17% +$1.06M 1% 26
2021
Q1 		$6.24M Buy
59,539
+576
+1% +$56.2K 0.93% 26
2020
Q4 		$4.98M Buy
+58,963
New +$4.77M 0.86% 26

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mayflower Financial Advisors's CVX Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Chevron (CVX) stake by 309% in Q2 2026, buying an estimated $13.8M and bringing the position to 98,259 shares worth $16.3M. The position accounts for 1.41% of the portfolio, ranked #13.

Mayflower Financial Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.5M in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mayflower Financial Advisors held 98,259 shares of Chevron worth $16.3M as of Q2 2026.
  • Mayflower Financial Advisors bought 74,231 Chevron shares in Q2 2026, an estimated $13.8M.
  • Chevron made up 1.41% of Mayflower Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Mayflower Financial Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Chevron position peaked at $16.5M in Q4 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.