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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
Q2 		$977K Buy
5,893
+330
+6% +$61.4K 0.33% 62
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 		$783K Buy
7,474
+2,810
+60% +$297K 0.36% 47
2021
Q1 		$489K Buy
+4,664
New +$455K 0.27% 72

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MBA Advisors's CVX Position: Q2 2026 in Review

MBA Advisors increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $61.4K and bringing the position to 5,893 shares worth $977K. The position accounts for 0.33% of the portfolio, ranked #62.

MBA Advisors first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.15M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MBA Advisors held 5,893 shares of Chevron worth $977K as of Q2 2026.
  • MBA Advisors bought 330 Chevron shares in Q2 2026, an estimated $61.4K.
  • Chevron made up 0.33% of MBA Advisors's portfolio in Q2 2026, its #62 holding.
  • MBA Advisors first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's Chevron position peaked at $1.15M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.