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Mendota Financial Group’s Chevron CVX Stock Holding History

Mendota 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
2025
Q2 		– Sell
-21
Closed -$3.46K – 103
2025
Q1 		$3.46K Buy
+21
New +$3.29K ﹤0.01% 96
2023
Q4 		– Sell
-25
Closed -$4.22K – 382
2023
Q3 		$4.22K Hold
25
– – ﹤0.01% 229
2023
Q2 		$3.93K Hold
25
– – ﹤0.01% 231
2023
Q1 		$4.07K Hold
25
– – ﹤0.01% 260
2022
Q4 		$4.49K Buy
+25
New +$4.36K 0.01% 237

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mendota Financial Group's CVX Position: Q2 2025 in Review

Mendota Financial Group sold out of Chevron (CVX) in Q2 2025, closing a stake of 21 shares — an estimated $3.46K sold.

Mendota Financial Group first reported a position in CVX in Q4 2022 and held it in 5 quarters. The position peaked at $4.49K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Mendota Financial Group reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Mendota Financial Group sold 21 Chevron shares in Q2 2025, an estimated $3.46K.
  • Mendota Financial Group first reported a position in Chevron in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's Chevron position peaked at $4.49K in Q4 2022.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Mendota Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.