MFG
CVX icon

Menard Financial Group’s Chevron CVX Stock Holding History

Menard Financial Group’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 		$503K Sell
2,431
-260
-10% -$47.4K 0.35% 58
2025
Q4 		$410K Sell
2,691
-5,652
-68% -$861K 0.28% 61
2025
Q3 		$1.3M Sell
8,343
-3,619
-30% -$560K 0.87% 29
2025
Q2 		$1.71M Sell
11,962
-617
-5% -$87K 1.02% 21
2025
Q1 		$1.71M Buy
12,579
+1,084
+9% +$170K 1.12% 20
2024
Q4 		$1.66M Sell
11,495
-173
-1% -$26.5K 1% 20
2024
Q3 		$1.72M Sell
11,668
-779
-6% -$116K 1.13% 16
2024
Q2 		$1.95M Buy
12,447
+3,304
+36% +$527K 1.39% 14
2024
Q1 		$1.44M Sell
9,143
-861
-9% -$130K 1.21% 18
2023
Q4 		$1.49M Buy
10,004
+111
+1% +$16.8K 1.85% 10
2023
Q3 		$1.67M Buy
9,893
+337
+4% +$54.4K 2.41% 8
2023
Q2 		$1.5M Sell
9,556
-428
-4% -$68.6K 3.09% 8
2023
Q1 		$1.63M Buy
9,984
+979
+11% +$164K 3.77% 5
2022
Q4 		$1.62M Sell
9,005
-2,261
-20% -$395K 3.85% 4
2022
Q3 		$1.62M Sell
11,266
-153
-1% -$23.3K 2.93% 6
2022
Q2 		$1.65M Buy
11,419
+6,586
+136% +$1.09M 2.71% 7
2022
Q1 		$787K Hold
4,833
– – 0.78% 34
2021
Q4 		$567K Sell
4,833
-616
-11% -$70K 0.46% 57
2021
Q3 		$553K Sell
5,449
-10
-0.2% -$997 0.48% 52
2021
Q2 		$572K Buy
5,459
+671
+14% +$70.8K 0.54% 49
2021
Q1 		$502K Buy
4,788
+402
+9% +$39.3K 0.54% 50
2020
Q4 		$370K Sell
4,386
-46
-1% -$3.72K 0.4% 75
2020
Q3 		$319K Sell
4,432
-2,336
-35% -$196K 0.37% 73
2020
Q2 		$604K Buy
+6,768
New +$606K 0.76% 28
2020
Q1 		– Sell
-8,178
Closed -$986K – 48
2019
Q4 		$986K Buy
+8,178
New +$963K 0.95% 30

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 $336B AUM 34.66% 1-Year Est. Return

Menard Financial Group's CVX Position: Q1 2026 in Review

Menard Financial Group reduced its Chevron (CVX) stake by 9.7% in Q1 2026, selling an estimated $47.4K and leaving 2,431 shares worth $503K. The position accounts for 0.35% of the portfolio, ranked #58.

Menard Financial Group first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.95M in Q2 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Menard Financial Group held 2,431 shares of Chevron worth $503K as of Q1 2026.
  • Menard Financial Group sold 260 Chevron shares in Q1 2026, an estimated $47.4K.
  • Chevron made up 0.35% of Menard Financial Group's portfolio in Q1 2026, its #58 holding.
  • Menard Financial Group first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Menard Financial Group's Chevron position peaked at $1.95M in Q2 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.