MFG
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Mission Financial Group’s Chevron CVX Stock Holding History

Mission 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 		$554K Buy
+3,342
New +$622K 0.46% 60
2025
Q1 		$739K Buy
+3,574
New +$559K 0.68% 41
2021
Q4 		$547K Buy
+3,590
New +$408K 0.51% 52

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Mission Financial Group opened a new position in Chevron (CVX) in Q2 2026: 3,342 shares worth $554K. The stake represents 0.46% of the portfolio and ranks #60 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in CVX as recently as Q1 2025.

Mission Financial Group first reported a position in CVX in Q4 2021 and has held it in 3 quarters since. The position peaked at $739K in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mission Financial Group held 3,342 shares of Chevron worth $554K as of Q2 2026.
  • Chevron was a new Mission Financial Group position in Q2 2026.
  • Chevron made up 0.46% of Mission Financial Group's portfolio in Q2 2026, its #60 holding.
  • Mission Financial Group first reported a position in Chevron in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's Chevron position peaked at $739K in Q1 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.