MWM
CVX icon

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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBE Wealth Management's CVX Position: Q2 2026 in Review

MBE Wealth Management increased its Chevron (CVX) stake by 7.9% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,876 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #121.

MBE Wealth Management first reported a position in CVX in Q1 2020 and has held it in 9 quarters since. The position peaked at $360K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MBE Wealth Management held 1,876 shares of Chevron worth $311K as of Q2 2026.
  • MBE Wealth Management bought 138 Chevron shares in Q2 2026, an estimated $25.7K.
  • Chevron made up 0.11% of MBE Wealth Management's portfolio in Q2 2026, its #121 holding.
  • MBE Wealth Management first reported a position in Chevron in Q1 2020 and has held it in 9 quarters since.
  • MBE Wealth Management's Chevron position peaked at $360K in Q1 2026.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.