Mercer Global Advisors
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Mercer Global Advisors’s Chevron CVX Stock Holding History

Mercer Global Advisors’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 		$133M Sell
647,038
-39,301
-6% -$7.17M 0.2% 64
2025
Q4 		$107M Buy
686,339
+40,355
+6% +$6.15M 0.16% 86
2025
Q3 		$99.8M Buy
+645,984
New +$100M 0.17% 80
2025
Q2 		– Sell
-372,349
Closed -$52.5M – 2284
2025
Q1 		$61.7M Buy
372,349
+2,766
+0.7% +$433K 0.14% 86
2024
Q4 		$53.1M Sell
369,583
-205,938
-36% -$31.5M 0.13% 88
2024
Q3 		$86M Buy
575,521
+28,206
+5% +$4.2M 0.2% 71
2024
Q2 		$75.1M Buy
547,315
+10,419
+2% +$1.66M 0.2% 70
2024
Q1 		$84.8M Buy
536,896
+76,440
+17% +$11.5M 0.24% 68
2023
Q4 		$68.7M Buy
460,456
+157,889
+52% +$23.9M 0.21% 78
2023
Q3 		$51M Buy
302,567
+39,618
+15% +$6.4M 0.19% 77
2023
Q2 		$41.4M Buy
262,949
+12,908
+5% +$2.07M 0.16% 94
2023
Q1 		$40.8M Buy
250,041
+11,731
+5% +$1.97M 0.19% 86
2022
Q4 		$42.8M Buy
238,310
+24,843
+12% +$4.34M 0.21% 78
2022
Q3 		$30.7M Buy
213,467
+18,227
+9% +$2.78M 0.18% 86
2022
Q2 		$28.3M Buy
195,240
+14,949
+8% +$2.47M 0.17% 95
2022
Q1 		$29.4M Buy
180,291
+1,771
+1% +$254K 0.17% 89
2021
Q4 		$20.9M Buy
178,520
+8,277
+5% +$940K 0.13% 125
2021
Q3 		$17.3M Buy
170,243
+16,251
+11% +$1.62M 0.12% 143
2021
Q2 		$16.1M Sell
153,992
-3,450
-2% -$364K 0.12% 130
2021
Q1 		$16.5M Buy
157,442
+13,411
+9% +$1.31M 0.15% 115
2020
Q4 		$12.2M Buy
144,031
+189
+0.1% +$15.3K 0.15% 103
2020
Q3 		$10.4M Buy
143,842
+6,549
+5% +$551K 0.16% 105
2020
Q2 		$12.3M Sell
137,293
-16,415
-11% -$1.47M 0.22% 67
2020
Q1 		$11.1M Sell
153,708
-13,397
-8% -$1.32M 0.25% 78
2019
Q4 		$20.1M Buy
167,105
+5,607
+3% +$660K 0.4% 53
2019
Q3 		$19.2M Buy
161,498
+8,750
+6% +$1.06M 0.45% 49
2019
Q2 		$19M Sell
152,748
-4,529
-3% -$548K 0.5% 44
2019
Q1 		$19.4M Buy
+157,277
New +$18.6M 0.7% 28

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

Mercer Global Advisors's CVX Position: Q1 2026 in Review

Mercer Global Advisors reduced its Chevron (CVX) stake by 5.7% in Q1 2026, selling an estimated $7.17M and leaving 647,038 shares worth $133M. The position accounts for 0.2% of the portfolio, ranked #64.

Mercer Global Advisors first reported a position in CVX in Q1 2019 and has held it in 28 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mercer Global Advisors held 647,038 shares of Chevron worth $133M as of Q1 2026.
  • Mercer Global Advisors sold 39,301 Chevron shares in Q1 2026, an estimated $7.17M.
  • Chevron made up 0.2% of Mercer Global Advisors's portfolio in Q1 2026, its #64 holding.
  • Mercer Global Advisors first reported a position in Chevron in Q1 2019 and has held it in 28 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.