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MJT & Associates Financial Advisory’s Chevron CVX Stock Holding History

MJT & Associates Financial Advisory’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 		$144K Sell
868
-4
-0.5% -$745 0.1% 56
2026
Q1 		$180K Hold
872
– – 0.13% 43
2025
Q4 		$133K Buy
872
+7
+0.8% +$1.07K 0.1% 52
2025
Q3 		$134K Buy
865
+32
+4% +$4.96K 0.11% 50
2025
Q2 		$119K Sell
833
-8
-1% -$1.13K 0.15% 62
2025
Q1 		$141K Buy
+841
New +$132K 0.14% 64

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

MJT & Associates Financial Advisory's CVX Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Chevron (CVX) stake by 0.46% in Q2 2026, selling an estimated $745 and leaving 868 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #56.

MJT & Associates Financial Advisory first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $180K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MJT & Associates Financial Advisory held 868 shares of Chevron worth $144K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #56 holding.
  • MJT & Associates Financial Advisory first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Chevron position peaked at $180K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.