MFC
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Mechanics Financial Corp’s Chevron CVX Stock Holding History

Mechanics Financial Corp’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
Q1 		$2.11M Sell
10,207
-1,303
-11% -$238K 0.88% 25
2025
Q4 		$1.75M Sell
11,510
-989
-8% -$151K 0.65% 34
2025
Q3 		$1.94M Buy
12,499
+170
+1% +$26.3K 0.74% 31
2025
Q2 		$1.77M Sell
12,329
-15
-0.1% -$2.12K 0.75% 27
2025
Q1 		$2.07M Hold
12,344
– – 0.94% 22
2024
Q4 		$1.79M Sell
12,344
-75
-0.6% -$11.5K 0.8% 25
2024
Q3 		$1.83M Buy
12,419
+1,335
+12% +$199K 0.8% 27
2024
Q2 		$1.73M Buy
11,084
+156
+1% +$24.9K 0.89% 24
2024
Q1 		$1.72M Buy
10,928
+397
+4% +$59.9K 0.9% 26
2023
Q4 		$1.57M Buy
10,531
+17
+0.2% +$2.57K 0.88% 26
2023
Q3 		$1.77M Sell
10,514
-25
-0.2% -$4.04K 0.98% 22
2023
Q2 		$1.66M Buy
10,539
+405
+4% +$64.9K 0.9% 22
2023
Q1 		$1.65M Sell
10,134
-691
-6% -$116K 0.96% 21
2022
Q4 		$1.94M Buy
10,825
+882
+9% +$154K 1.16% 19
2022
Q3 		$1.43M Buy
9,943
+30
+0.3% +$4.58K 0.93% 22
2022
Q2 		$1.44M Buy
9,913
+50
+0.5% +$8.27K 0.86% 23
2022
Q1 		$1.61M Sell
9,863
-1,100
-10% -$158K 0.82% 22
2021
Q4 		$1.29M Buy
+10,963
New +$1.25M 0.61% 32

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mechanics Financial Corp's CVX Position: Q1 2026 in Review

Mechanics Financial Corp reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $238K and leaving 10,207 shares worth $2.11M. The position accounts for 0.88% of the portfolio, ranked #25.

Mechanics Financial Corp first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mechanics Financial Corp held 10,207 shares of Chevron worth $2.11M as of Q1 2026.
  • Mechanics Financial Corp sold 1,303 Chevron shares in Q1 2026, an estimated $238K.
  • Chevron made up 0.88% of Mechanics Financial Corp's portfolio in Q1 2026, its #25 holding.
  • Mechanics Financial Corp first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.