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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
Q2 		$1.73M Buy
10,454
+247
+2% +$46K 0.62% 37
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

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

Mechanics Financial Corp's CVX Position: Q2 2026 in Review

Mechanics Financial Corp increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $46K and bringing the position to 10,454 shares worth $1.73M. The position accounts for 0.62% of the portfolio, ranked #37.

Mechanics Financial Corp first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mechanics Financial Corp held 10,454 shares of Chevron worth $1.73M as of Q2 2026.
  • Mechanics Financial Corp bought 247 Chevron shares in Q2 2026, an estimated $46K.
  • Chevron made up 0.62% of Mechanics Financial Corp's portfolio in Q2 2026, its #37 holding.
  • Mechanics Financial Corp first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Mechanics Financial Corp's Chevron position peaked at $2.11M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.