MMBG Investment Advisors’s Chevron CVX Stock Holding History

MMBG Investment Advisors’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	$572K	Hold	3,450	–	–	0.05%	130
2026 Q1	$714K	Sell	3,450 -1,350	-28%	-$246K	0.07%	117
2025 Q4	$732K	Sell	4,800 -1,250	-21%	-$190K	0.06%	119
2025 Q3	$940K	Hold	6,050	–	–	0.08%	105
2025 Q2	$866K	Buy	6,050 +3,450	+133%	+$486K	0.09%	103
2025 Q1	$435K	Hold	2,600	–	–	0.05%	129
2024 Q4	$377K	Hold	2,600	–	–	0.04%	136
2024 Q3	$383K	Hold	2,600	–	–	0.04%	133
2024 Q2	$407K	Hold	2,600	–	–	0.04%	120
2024 Q1	$410K	Hold	2,600	–	–	0.04%	129
2023 Q4	$388K	Hold	2,600	–	–	0.05%	130
2023 Q3	$438K	Hold	2,600	–	–	0.06%	122
2023 Q2	$403K	Hold	2,600	–	–	0.05%	126
2023 Q1	$424K	Hold	2,600	–	–	0.05%	124
2022 Q4	$467K	Hold	2,600	–	–	0.06%	124
2022 Q3	$374K	Hold	2,600	–	–	0.05%	129
2022 Q2	$376K	Hold	2,600	–	–	0.05%	124
2022 Q1	$423K	Hold	2,600	–	–	0.04%	127
2021 Q4	$305K	Buy	+2,600	New	+$295K	0.03%	146

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MMBG Investment Advisors's CVX Position: Q2 2026 in Review

MMBG Investment Advisors held its Chevron (CVX) position steady in Q2 2026 at 3,450 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #130.

MMBG Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $940K in Q3 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

MMBG Investment Advisors held 3,450 shares of Chevron worth $572K as of Q2 2026.
MMBG Investment Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of MMBG Investment Advisors's portfolio in Q2 2026, its #130 holding.
MMBG Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's Chevron position peaked at $940K in Q3 2025.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.