MCA
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Midwest Capital Advisors’s Chevron CVX Stock Holding History

Midwest Capital 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
Q2 		$21.6K Buy
130
+10
+8% +$1.86K 0.01% 131
2026
Q1 		$24.8K Buy
+120
New +$21.9K 0.01% 123
2025
Q4 		– Sell
-10
Closed -$1.55K – 197
2025
Q3 		$1.55K Buy
+10
New +$1.55K ﹤0.01% 188

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Midwest Capital Advisors's CVX Position: Q2 2026 in Review

Midwest Capital Advisors increased its Chevron (CVX) stake by 8.3% in Q2 2026, buying an estimated $1.86K and bringing the position to 130 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #131.

Midwest Capital Advisors first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.8K in Q1 2026. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Midwest Capital Advisors held 130 shares of Chevron worth $21.6K as of Q2 2026.
  • Midwest Capital Advisors bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • Midwest Capital Advisors first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • Midwest Capital Advisors's Chevron position peaked at $24.8K in Q1 2026.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.