MAM
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MMA Asset Management’s Chevron CVX Stock Holding History

MMA Asset 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 		$331K Buy
1,994
+36
+2% +$6.7K 0.11% 157
2026
Q1 		$405K Buy
1,958
+138
+8% +$25.2K 0.14% 132
2025
Q4 		$277K Buy
1,820
+59
+3% +$8.99K 0.1% 163
2025
Q3 		$274K Buy
+1,761
New +$273K 0.09% 166
2024
Q4 		– Sell
-2,102
Closed -$354K – 136
2024
Q3 		$354K Buy
2,102
+182
+9% +$27.1K 0.09% 106
2024
Q2 		$300K Sell
1,920
-74
-4% -$11.8K 0.14% 95
2024
Q1 		$323K Sell
1,994
-413
-17% -$62.3K 0.15% 96
2023
Q4 		$359K Buy
2,407
+2
+0.1% +$302 0.19% 80
2023
Q3 		$406K Buy
2,405
+3
+0.1% +$485 0.23% 71
2023
Q2 		$378K Buy
2,402
+326
+16% +$52.3K 0.22% 76
2023
Q1 		$339K Buy
2,076
+51
+3% +$8.55K 0.24% 66
2022
Q4 		$363K Buy
2,025
+40
+2% +$6.98K 0.3% 56
2022
Q3 		$285K Buy
1,985
+51
+3% +$7.78K 0.25% 66
2022
Q2 		$280K Hold
1,934
– – 0.24% 67
2022
Q1 		$311K Buy
+1,934
New +$277K 0.25% 66

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MMA Asset Management's CVX Position: Q2 2026 in Review

MMA Asset Management increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $6.7K and bringing the position to 1,994 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #157.

MMA Asset Management first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $406K in Q3 2023. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MMA Asset Management held 1,994 shares of Chevron worth $331K as of Q2 2026.
  • MMA Asset Management bought 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up 0.11% of MMA Asset Management's portfolio in Q2 2026, its #157 holding.
  • MMA Asset Management first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • MMA Asset Management's Chevron position peaked at $406K in Q3 2023.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.