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MGB Wealth Management’s Chevron CVX Stock Holding History

MGB Wealth Management’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
Q4 		$1.11M Buy
7,291
+350
+5% +$53.3K 0.32% 65
2025
Q3 		$1.08M Buy
6,941
+2,650
+62% +$410K 0.3% 65
2025
Q2 		$614K Buy
4,291
+800
+23% +$113K 0.2% 104
2025
Q1 		$584K Hold
3,491
– – 0.21% 109
2024
Q4 		$506K Sell
3,491
-501
-13% -$76.7K 0.16% 114
2024
Q3 		$588K Hold
3,992
– – 0.21% 101
2024
Q2 		$621K Sell
3,992
-505
-11% -$80.5K 0.23% 97
2024
Q1 		$709K Buy
4,497
+580
+15% +$87.5K 0.29% 85
2023
Q4 		$584K Buy
+3,917
New +$592K 0.29% 94

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MGB Wealth Management's CVX Position: Q4 2025 in Review

MGB Wealth Management increased its Chevron (CVX) stake by 5% in Q4 2025, buying an estimated $53.3K and bringing the position to 7,291 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #65.

MGB Wealth Management first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 3,981 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • MGB Wealth Management held 7,291 shares of Chevron worth $1.11M as of Q4 2025.
  • MGB Wealth Management bought 350 Chevron shares in Q4 2025, an estimated $53.3K.
  • Chevron made up 0.32% of MGB Wealth Management's portfolio in Q4 2025, its #65 holding.
  • MGB Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 3,981 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.