MASM
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MH & Associates Securities Management’s Chevron CVX Stock Holding History

MH & Associates Securities 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
2026
Q2 		$3.52M Sell
21,216
-77
-0.4% -$14.3K 3.15% 11
2026
Q1 		$4.41M Sell
21,293
-2,671
-11% -$487K 3.84% 5
2025
Q4 		$3.65M Buy
+23,964
New +$3.65M 2.98% 9

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

MH & Associates Securities Management's CVX Position: Q2 2026 in Review

MH & Associates Securities Management reduced its Chevron (CVX) stake by 0.36% in Q2 2026, selling an estimated $14.3K and leaving 21,216 shares worth $3.52M. The position accounts for 3.15% of the portfolio, ranked #11.

MH & Associates Securities Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.41M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MH & Associates Securities Management held 21,216 shares of Chevron worth $3.52M as of Q2 2026.
  • MH & Associates Securities Management sold 77 Chevron shares in Q2 2026, an estimated $14.3K.
  • Chevron made up 3.15% of MH & Associates Securities Management's portfolio in Q2 2026, its #11 holding.
  • MH & Associates Securities Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's Chevron position peaked at $4.41M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.