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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMBG Investment Advisors's CVX Position: Q1 2026 in Review

MMBG Investment Advisors reduced its Chevron (CVX) stake by 28% in Q1 2026, selling an estimated $246K and leaving 3,450 shares worth $714K. The position accounts for 0.07% of the portfolio, ranked #117.

MMBG Investment Advisors first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $940K in Q3 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

MMBG Investment Advisors held 3,450 shares of Chevron worth $714K as of Q1 2026.
MMBG Investment Advisors sold 1,350 Chevron shares in Q1 2026, an estimated $246K.
Chevron made up 0.07% of MMBG Investment Advisors's portfolio in Q1 2026, its #117 holding.
MMBG Investment Advisors first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's Chevron position peaked at $940K in Q3 2025.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.