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Mitchell & Pahl Private Wealth’s Chevron CVX Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.57M Buy
15,506
+680
+5% +$127K 0.94% 41
2026
Q1 		$3.07M Buy
14,826
+654
+5% +$119K 1.25% 21
2025
Q4 		$2.16M Buy
14,172
+78
+0.6% +$11.9K 0.9% 45
2025
Q3 		$2.19M Buy
14,094
+3
+0% +$465 0.92% 44
2025
Q2 		$2.02M Buy
14,091
+668
+5% +$94.2K 0.89% 42
2025
Q1 		$2.25M Buy
13,423
+43
+0.3% +$6.73K 1.05% 34
2024
Q4 		$1.94M Buy
13,380
+617
+5% +$94.4K 0.91% 43
2024
Q3 		$1.88M Buy
12,763
+1,218
+11% +$181K 0.88% 43
2024
Q2 		$1.81M Buy
11,545
+2
+0% +$319 0.95% 38
2024
Q1 		$1.82M Buy
11,543
+344
+3% +$51.9K 0.96% 40
2023
Q4 		$1.67M Sell
11,199
-923
-8% -$140K 0.95% 38
2023
Q3 		$2.04M Buy
12,122
+552
+5% +$89.2K 1.21% 21
2023
Q2 		$1.82M Buy
11,570
+320
+3% +$51.3K 1.1% 24
2023
Q1 		$1.84M Buy
11,250
+312
+3% +$52.3K 1.15% 21
2022
Q4 		$1.96M Buy
10,938
+260
+2% +$45.4K 1.29% 17
2022
Q3 		$1.53M Buy
10,678
+438
+4% +$66.8K 1.13% 20
2022
Q2 		$1.48M Buy
10,240
+483
+5% +$79.8K 1.03% 26
2022
Q1 		$1.59M Buy
9,757
+586
+6% +$84K 1.01% 26
2021
Q4 		$1.08M Buy
9,171
+600
+7% +$68.2K 0.69% 48
2021
Q3 		$870K Buy
8,571
+163
+2% +$16.3K 0.63% 57
2021
Q2 		$881K Buy
8,408
+292
+4% +$30.8K 0.63% 57
2021
Q1 		$851K Buy
8,116
+988
+14% +$96.5K 0.66% 54
2020
Q4 		$602K Buy
+7,128
New +$577K 0.51% 68

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

Mitchell & Pahl Private Wealth's CVX Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Chevron (CVX) stake by 4.6% in Q2 2026, buying an estimated $127K and bringing the position to 15,506 shares worth $2.57M. The position accounts for 0.94% of the portfolio, ranked #41.

Mitchell & Pahl Private Wealth first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.07M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 15,506 shares of Chevron worth $2.57M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 680 Chevron shares in Q2 2026, an estimated $127K.
  • Chevron made up 0.94% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #41 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Chevron position peaked at $3.07M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.