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MFA Wealth Services’s Chevron CVX Stock Holding History

MFA Wealth Services’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 		$309K Sell
1,866
-5
-0.3% -$931 0.18% 111
2026
Q1 		$387K Buy
1,871
+28
+2% +$5.11K 0.26% 90
2025
Q4 		$281K Sell
1,843
-23
-1% -$3.5K 0.19% 103
2025
Q3 		$290K Buy
1,866
+38
+2% +$5.88K 0.2% 97
2025
Q2 		$262K Sell
1,828
-206
-10% -$29K 0.2% 100
2025
Q1 		$340K Buy
2,034
+25
+1% +$3.91K 0.28% 80
2024
Q4 		$291K Buy
+2,009
New +$308K 0.23% 87

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MFA Wealth Services's CVX Position: Q2 2026 in Review

MFA Wealth Services reduced its Chevron (CVX) stake by 0.27% in Q2 2026, selling an estimated $931 and leaving 1,866 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #111.

MFA Wealth Services first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MFA Wealth Services held 1,866 shares of Chevron worth $309K as of Q2 2026.
  • MFA Wealth Services sold 5 Chevron shares in Q2 2026, an estimated $931.
  • Chevron made up 0.18% of MFA Wealth Services's portfolio in Q2 2026, its #111 holding.
  • MFA Wealth Services first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's Chevron position peaked at $387K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.