MBE Wealth Management
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MBE Wealth Management’s Chevron CVX Stock Holding History

MBE Wealth Management’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
Q3 		$433K Buy
2,121
+245
+13% +$48.2K 0.15% 94
2026
Q2 		$311K Buy
1,876
+138
+8% +$25.7K 0.11% 121
2026
Q1 		$360K Buy
1,738
+163
+10% +$29.7K 0.15% 94
2025
Q4 		$240K Sell
1,575
-7
-0.4% -$1.07K 0.1% 121
2025
Q3 		$246K Buy
1,582
+31
+2% +$4.8K 0.11% 117
2025
Q2 		$222K Sell
1,551
-5
-0.3% -$705 0.1% 122
2025
Q1 		$260K Sell
1,556
-65
-4% -$10.2K 0.12% 97
2024
Q4 		$235K Buy
+1,621
New +$248K 0.13% 85
2022
Q2 		– Sell
-1,342
Closed -$218K – 64
2022
Q1 		$218K Buy
+1,342
New +$192K 0.13% 66
2020
Q2 		– Sell
-1,435
Closed -$103K – 146
2020
Q1 		$103K Buy
+1,435
New +$142K 0.1% 69

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MBE Wealth Management's CVX Position: Q3 2026 in Review

MBE Wealth Management increased its Chevron (CVX) stake by 13% in Q3 2026, buying an estimated $48.2K and bringing the position to 2,121 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #94.

MBE Wealth Management first reported a position in CVX in Q1 2020 and has held it in 10 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • MBE Wealth Management held 2,121 shares of Chevron worth $433K as of Q3 2026.
  • MBE Wealth Management bought 245 Chevron shares in Q3 2026, an estimated $48.2K.
  • Chevron made up 0.15% of MBE Wealth Management's portfolio in Q3 2026, its #94 holding.
  • MBE Wealth Management first reported a position in Chevron in Q1 2020 and has held it in 10 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.