MAM
CVX icon

McLean Asset Management’s Chevron CVX Stock Holding History

McLean Asset 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 		$475K Buy
2,415
+27
+1% +$5.03K 0.06% 106
2026
Q1 		$494K Buy
2,388
+180
+8% +$32.8K 0.09% 96
2025
Q4 		$369K Sell
2,208
-109
-5% -$16.6K 0.07% 112
2025
Q3 		$357K Buy
2,317
+172
+8% +$26.6K 0.07% 111
2025
Q2 		$317K Sell
2,145
-79
-4% -$11.1K 0.08% 116
2025
Q1 		$305K Buy
2,224
+15
+0.7% +$2.35K 0.1% 102
2024
Q4 		$320K Buy
2,209
+290
+15% +$44.4K 0.1% 105
2024
Q3 		$289K Sell
1,919
-31
-2% -$4.61K 0.09% 117
2024
Q2 		$302K Buy
1,950
+108
+6% +$17.2K 0.1% 108
2024
Q1 		$298K Buy
1,842
+12
+0.7% +$1.81K 0.1% 107
2023
Q4 		$275K Sell
1,830
-113
-6% -$17.1K 0.1% 109
2023
Q3 		$324K Buy
1,943
+176
+10% +$28.4K 0.13% 85
2023
Q2 		$278K Sell
1,767
-29
-2% -$4.65K 0.11% 100
2023
Q1 		$293K Sell
1,796
-185
-9% -$31K 0.12% 96
2022
Q4 		$356K Buy
1,981
+99
+5% +$17.3K 0.12% 88
2022
Q3 		$301K Sell
1,882
-27
-1% -$4.12K 0.12% 90
2022
Q2 		$269K Buy
1,909
+76
+4% +$12.6K 0.11% 91
2022
Q1 		$298K Buy
1,833
+84
+5% +$12K 0.22% 79
2021
Q4 		$223K Buy
+1,749
New +$199K 0.09% 121

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

McLean Asset Management's CVX Position: Q2 2026 in Review

McLean Asset Management increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $5.03K and bringing the position to 2,415 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #106.

McLean Asset Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McLean Asset Management held 2,415 shares of Chevron worth $475K as of Q2 2026.
  • McLean Asset Management bought 27 Chevron shares in Q2 2026, an estimated $5.03K.
  • Chevron made up 0.06% of McLean Asset Management's portfolio in Q2 2026, its #106 holding.
  • McLean Asset Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • McLean Asset Management's Chevron position peaked at $494K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.