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MBA Advisors’s Chevron CVX Stock Holding History

MBA 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
Q1 		$1.15M Buy
5,563
+506
+10% +$92.3K 0.44% 48
2025
Q4 		$771K Buy
5,057
+4
+0.1% +$609 0.31% 68
2025
Q3 		$785K Buy
5,053
+153
+3% +$23.7K 0.34% 63
2025
Q2 		$702K Sell
4,900
-91
-2% -$12.8K 0.32% 66
2025
Q1 		$835K Buy
4,991
+225
+5% +$35.2K 0.41% 59
2024
Q4 		$690K Sell
4,766
-1,466
-24% -$224K 0.35% 62
2024
Q3 		$918K Buy
6,232
+377
+6% +$56.1K 0.44% 56
2024
Q2 		$916K Sell
5,855
-440
-7% -$70.2K 0.47% 53
2024
Q1 		$993K Sell
6,295
-164
-3% -$24.7K 0.51% 51
2023
Q4 		$963K Sell
6,459
-189
-3% -$28.6K 0.54% 46
2023
Q3 		$1.12M Buy
6,648
+111
+2% +$17.9K 0.69% 33
2023
Q2 		$1.03M Buy
6,537
+3
+0% +$481 0.61% 43
2023
Q1 		$1.07M Buy
6,534
+261
+4% +$43.8K 0.66% 41
2022
Q4 		$1.13M Sell
6,273
-359
-5% -$62.6K 0.74% 34
2022
Q3 		$953K Buy
6,632
+606
+10% +$92.4K 0.69% 40
2022
Q2 		$872K Sell
6,026
-97
-2% -$16K 0.6% 44
2022
Q1 		$997K Sell
6,123
-1,225
-17% -$176K 0.62% 45
2021
Q4 		$862K Buy
7,348
+561
+8% +$63.7K 0.53% 51
2021
Q3 		$689K Sell
6,787
-687
-9% -$68.5K 0.51% 54
2021
Q2 		$783 Buy
7,474
+2,810
+60% +$297K 0.36% 47
2021
Q1 		$489 Buy
+4,664
New +$455K 0.27% 72

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 1-Year Est. Return

MBA Advisors's CVX Position: Q1 2026 in Review

MBA Advisors increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $92.3K and bringing the position to 5,563 shares worth $1.15M. The position accounts for 0.44% of the portfolio, ranked #48.

MBA Advisors first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • MBA Advisors held 5,563 shares of Chevron worth $1.15M as of Q1 2026.
  • MBA Advisors bought 506 Chevron shares in Q1 2026, an estimated $92.3K.
  • Chevron made up 0.44% of MBA Advisors's portfolio in Q1 2026, its #48 holding.
  • MBA Advisors first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.