MBM Wealth Consultants’s Chevron CVX Stock Holding History

MBM Wealth Consultants’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	–	Sell	-94	Closed	-$19.4K	–	180
2026 Q1	$19.4K	Buy	+94	New	+$17.1K	﹤0.01%	203
2023 Q2	–	Sell	-150	Closed	-$24K	–	143
2023 Q1	$24K	Hold	150	–	–	0.01%	183
2022 Q4	$3K	Hold	150	–	–	﹤0.01%	285
2022 Q3	$23K	Sell	150 -150	-50%	-$22.9K	0.01%	186
2022 Q2	$43K	Hold	300	–	–	0.02%	167
2022 Q1	$49K	Hold	300	–	–	0.02%	181
2021 Q4	$35K	Hold	300	–	–	0.01%	185
2021 Q3	$30K	Hold	300	–	–	0.01%	181
2021 Q2	$31K	Hold	300	–	–	0.01%	164
2021 Q1	$31K	Hold	300	–	–	0.02%	162
2020 Q4	$25K	Sell	300 -389	-56%	-$31.5K	0.01%	162
2020 Q3	$50K	Hold	689	–	–	0.03%	127
2020 Q2	$61K	Hold	689	–	–	0.04%	108
2020 Q1	$50K	Hold	689	–	–	0.04%	108
2019 Q4	$83K	Buy	689 +264	+62%	+$31.1K	0.06%	103
2019 Q3	$50K	Hold	425	–	–	0.04%	121
2019 Q2	$53K	Hold	425	–	–	0.04%	120
2019 Q1	$52K	Sell	425 -8,952	-95%	-$1.06M	0.05%	123
2018 Q4	$1.02M	Buy	+9,377	New	+$1.09M	0.99%	26

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBM Wealth Consultants's CVX Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Chevron (CVX) in Q2 2026, closing a stake of 94 shares — an estimated $19.4K sold.

MBM Wealth Consultants first reported a position in CVX in Q4 2018 and held it in 19 quarters. The position peaked at $1.02M in Q4 2018. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

MBM Wealth Consultants reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 94 Chevron shares in Q2 2026, an estimated $19.4K.
MBM Wealth Consultants first reported a position in Chevron in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Chevron position peaked at $1.02M in Q4 2018.
4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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