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MBL Wealth’s Chevron CVX Stock Holding History

MBL Wealth’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 		$1.81M Buy
10,908
+1,881
+21% +$350K 0.12% 96
2026
Q1 		$1.87M Buy
9,027
+309
+4% +$56.3K 0.14% 90
2025
Q4 		$1.33M Buy
8,718
+1,726
+25% +$263K 0.11% 103
2025
Q3 		$1.09M Buy
6,992
+608
+10% +$94.2K 0.09% 105
2025
Q2 		$914K Sell
6,384
-336
-5% -$47.4K 0.09% 110
2025
Q1 		$1.12M Buy
6,720
+411
+7% +$64.3K 0.11% 86
2024
Q4 		$914K Sell
6,309
-55
-0.9% -$8.42K 0.09% 101
2024
Q3 		$937K Sell
6,364
-240
-4% -$35.7K 0.1% 97
2024
Q2 		$1.03M Sell
6,604
-1,241
-16% -$198K 0.12% 86
2024
Q1 		$1.24M Sell
7,845
-278
-3% -$42K 0.14% 75
2023
Q4 		$1.21M Buy
8,123
+228
+3% +$34.5K 0.15% 68
2023
Q3 		$1.33M Sell
7,895
-292
-4% -$47.2K 0.19% 60
2023
Q2 		$1.29M Buy
8,187
+319
+4% +$51.1K 0.18% 61
2023
Q1 		$1.28M Buy
7,868
+226
+3% +$37.9K 0.2% 58
2022
Q4 		$1.37M Buy
7,642
+204
+3% +$35.6K 0.26% 58
2022
Q3 		$1.07M Buy
7,438
+2,701
+57% +$412K 0.23% 63
2022
Q2 		$686K Buy
4,737
+194
+4% +$32.1K 0.17% 75
2022
Q1 		$740K Buy
+4,543
New +$652K 0.18% 76
2021
Q1 		$392K Buy
3,738
+419
+13% +$40.9K 0.14% 103
2020
Q4 		$280K Buy
+3,319
New +$269K 0.11% 103

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

MBL Wealth's CVX Position: Q2 2026 in Review

MBL Wealth increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $350K and bringing the position to 10,908 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #96.

MBL Wealth first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.87M in Q1 2026. 2,057 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MBL Wealth held 10,908 shares of Chevron worth $1.81M as of Q2 2026.
  • MBL Wealth bought 1,881 Chevron shares in Q2 2026, an estimated $350K.
  • Chevron made up 0.12% of MBL Wealth's portfolio in Q2 2026, its #96 holding.
  • MBL Wealth first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Chevron position peaked at $1.87M in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.