MWM
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Mission Wealth Management’s Chevron CVX Stock Holding History

Mission 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
2026
Q2 		$14.9M Buy
89,843
+32,859
+58% +$6.12M 0.18% 79
2026
Q1 		$11.8M Sell
56,984
-1,204
-2% -$220K 0.24% 63
2025
Q4 		$8.87M Sell
58,188
-1,101
-2% -$168K 0.18% 71
2025
Q3 		$9.21M Buy
59,289
+3,542
+6% +$549K 0.18% 72
2025
Q2 		$7.98M Sell
55,747
-1,199
-2% -$169K 0.17% 76
2025
Q1 		$9.53M Buy
56,946
+17,472
+44% +$2.74M 0.23% 62
2024
Q4 		$5.72M Buy
39,474
+4,893
+14% +$749K 0.13% 89
2024
Q3 		$5.09M Buy
34,581
+2,650
+8% +$394K 0.12% 92
2024
Q2 		$4.99M Sell
31,931
-4,426
-12% -$706K 0.13% 92
2024
Q1 		$5.73M Buy
36,357
+6,492
+22% +$980K 0.15% 96
2023
Q4 		$4.45M Buy
29,865
+1,178
+4% +$178K 0.14% 87
2023
Q3 		$4.84M Buy
28,687
+751
+3% +$121K 0.18% 73
2023
Q2 		$4.4M Sell
27,936
-1,245
-4% -$200K 0.17% 75
2023
Q1 		$4.76M Buy
29,181
+2,412
+9% +$404K 0.2% 64
2022
Q4 		$4.8M Sell
26,769
-5,124
-16% -$894K 0.23% 58
2022
Q3 		$4.58M Buy
31,893
+6,662
+26% +$1.02M 0.24% 54
2022
Q2 		$3.65M Buy
25,231
+4,114
+19% +$680K 0.19% 72
2022
Q1 		$3.44M Sell
21,117
-777
-4% -$111K 0.16% 81
2021
Q4 		$2.57M Sell
21,894
-1,128
-5% -$128K 0.12% 97
2021
Q3 		$2.34M Sell
23,022
-828
-3% -$82.6K 0.12% 96
2021
Q2 		$2.5M Buy
23,850
+1,576
+7% +$166K 0.13% 85
2021
Q1 		$2.33M Buy
22,274
+6,020
+37% +$588K 0.14% 80
2020
Q4 		$1.37M Buy
16,254
+655
+4% +$53K 0.09% 110
2020
Q3 		$1.12M Sell
15,599
-674
-4% -$56.7K 0.08% 112
2020
Q2 		$1.45M Buy
16,273
+328
+2% +$29.4K 0.13% 89
2020
Q1 		$1.16M Sell
15,945
-1,515
-9% -$150K 0.13% 91
2019
Q4 		$2.1M Buy
17,460
+242
+1% +$28.5K 0.2% 67
2019
Q3 		$2.04M Sell
17,218
-388
-2% -$47.1K 0.22% 66
2019
Q2 		$2.19M Sell
17,606
-815
-4% -$98.5K 0.25% 57
2019
Q1 		$2.27M Buy
18,421
+1,281
+7% +$152K 0.26% 57
2018
Q4 		$1.86M Buy
17,140
+223
+1% +$25.8K 0.24% 56
2018
Q3 		$2.07M Buy
16,917
+289
+2% +$35.1K 0.27% 50
2018
Q2 		$2.1M Buy
16,628
+2,231
+15% +$277K 0.31% 45
2018
Q1 		$1.64M Sell
14,397
-1,536
-10% -$184K 0.26% 46
2017
Q4 		$2M Buy
15,933
+1,031
+7% +$122K 0.34% 41
2017
Q3 		$1.75M Sell
14,902
-19
-0.1% -$2.07K 0.32% 38
2017
Q2 		$1.56M Sell
14,921
-1,004
-6% -$106K 0.3% 41
2017
Q1 		$1.71M Sell
15,925
-1,104
-6% -$124K 0.33% 38
2016
Q4 		$2M Buy
17,029
+1,846
+12% +$201K 0.4% 37
2016
Q3 		$1.56M Buy
+15,183
New +$1.55M 0.38% 34
2016
Q2 		– Sell
-16,274
Closed -$1.55M – 166
2016
Q1 		$1.55M Buy
16,274
+5,121
+46% +$448K 0.42% 31
2015
Q4 		$1M Sell
11,153
-102
-0.9% -$9.2K 0.28% 38
2015
Q3 		$888K Buy
11,255
+906
+9% +$76.3K 0.27% 38
2015
Q2 		$1.09M Buy
+10,349
New +$1.09M 0.37% 34

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mission Wealth Management's CVX Position: Q2 2026 in Review

Mission Wealth Management increased its Chevron (CVX) stake by 58% in Q2 2026, buying an estimated $6.12M and bringing the position to 89,843 shares worth $14.9M. The position accounts for 0.18% of the portfolio, ranked #79.

Mission Wealth Management first reported a position in CVX in Q2 2015 and has held it in 44 quarters since. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mission Wealth Management held 89,843 shares of Chevron worth $14.9M as of Q2 2026.
  • Mission Wealth Management bought 32,859 Chevron shares in Q2 2026, an estimated $6.12M.
  • Chevron made up 0.18% of Mission Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Mission Wealth Management first reported a position in Chevron in Q2 2015 and has held it in 44 quarters since.
  • 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.