MFG
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Midwest Financial Group’s Chevron CVX Stock Holding History

Midwest Financial Group’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 		$555K Buy
3,351
+13
+0.4% +$2.42K 0.19% 79
2026
Q1 		$691K Buy
3,338
+114
+4% +$20.8K 0.29% 68
2025
Q4 		$491K Buy
3,224
+15
+0.5% +$2.29K 0.22% 75
2025
Q3 		$498K Buy
3,209
+16
+0.5% +$2.48K 0.24% 71
2025
Q2 		$457K Buy
3,193
+16
+0.5% +$2.26K 0.24% 70
2025
Q1 		$531K Hold
3,177
– – 0.31% 62
2024
Q4 		$460K Buy
3,177
+14
+0.4% +$2.14K 0.26% 70
2024
Q3 		$466K Sell
3,163
-51
-2% -$7.59K 0.27% 69
2024
Q2 		$503K Buy
3,214
+18
+0.6% +$2.87K 0.32% 68
2024
Q1 		$504K Buy
3,196
+165
+5% +$24.9K 0.34% 66
2023
Q4 		$452K Buy
3,031
+402
+15% +$60.8K 0.34% 69
2023
Q3 		$443K Buy
2,629
+11
+0.4% +$1.78K 0.38% 68
2023
Q2 		$412K Sell
2,618
-39
-1% -$6.25K 0.35% 72
2023
Q1 		$434K Buy
+2,657
New +$445K 0.4% 59

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Midwest Financial Group's CVX Position: Q2 2026 in Review

Midwest Financial Group increased its Chevron (CVX) stake by 0.39% in Q2 2026, buying an estimated $2.42K and bringing the position to 3,351 shares worth $555K. The position accounts for 0.19% of the portfolio, ranked #79.

Midwest Financial Group first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $691K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Midwest Financial Group held 3,351 shares of Chevron worth $555K as of Q2 2026.
  • Midwest Financial Group bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
  • Chevron made up 0.19% of Midwest Financial Group's portfolio in Q2 2026, its #79 holding.
  • Midwest Financial Group first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's Chevron position peaked at $691K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.