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MB, Levis & Associates’s Chevron CVX Stock Holding History

MB, Levis & Associates’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 		$435K Buy
2,626
+858
+49% +$160K 0.16% 49
2026
Q1 		$366K Sell
1,768
-28
-2% -$5.11K 0.15% 45
2025
Q4 		$274K Buy
1,796
+11
+0.6% +$1.68K 0.12% 49
2025
Q3 		$277K Sell
1,785
-161
-8% -$24.9K 0.12% 50
2025
Q2 		$279K Buy
1,946
+10
+0.5% +$1.41K 0.12% 57
2025
Q1 		$324K Sell
1,936
-30
-2% -$4.7K 0.15% 56
2024
Q4 		$285K Sell
1,966
-65
-3% -$9.95K 0.14% 56
2024
Q3 		$299K Buy
2,031
+10
+0.5% +$1.49K 0.15% 55
2024
Q2 		$316K Buy
2,021
+10
+0.5% +$1.59K 0.17% 51
2024
Q1 		$317K Buy
2,011
+11
+0.6% +$1.66K 0.17% 52
2023
Q4 		$298K Buy
2,000
+11
+0.6% +$1.66K 0.17% 48
2023
Q3 		$335K Buy
1,989
+10
+0.5% +$1.61K 0.22% 48
2023
Q2 		$311K Sell
1,979
-90
-4% -$14.4K 0.2% 50
2023
Q1 		$338K Buy
2,069
+74
+4% +$12.4K 0.24% 45
2022
Q4 		$358K Buy
+1,995
New +$348K 0.28% 41

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 22.94% 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

MB, Levis & Associates's CVX Position: Q2 2026 in Review

MB, Levis & Associates increased its Chevron (CVX) stake by 49% in Q2 2026, buying an estimated $160K and bringing the position to 2,626 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #49.

MB, Levis & Associates first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MB, Levis & Associates held 2,626 shares of Chevron worth $435K as of Q2 2026.
  • MB, Levis & Associates bought 858 Chevron shares in Q2 2026, an estimated $160K.
  • Chevron made up 0.16% of MB, Levis & Associates's portfolio in Q2 2026, its #49 holding.
  • MB, Levis & Associates first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.