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
2025 Q3	–	Sell	-485,005	Closed	-$69M	–	2667
2025 Q2	$69M	Buy	+485,005	New	+$68.4M	0.14%	88

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 4,273 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.
4,273 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.