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MN Wealth Advisors’s Chevron CVX Stock Holding History

MN Wealth 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 		$528K Buy
3,186
+83
+3% +$15.4K 0.22% 72
2026
Q1 		$642K Buy
3,103
+187
+6% +$34.1K 0.31% 64
2025
Q4 		$445K Sell
2,916
-42
-1% -$6.4K 0.22% 71
2025
Q3 		$459K Buy
2,958
+137
+5% +$21.2K 0.25% 72
2025
Q2 		$404K Buy
2,821
+31
+1% +$4.37K 0.24% 77
2025
Q1 		$467K Buy
2,790
+121
+5% +$18.9K 0.27% 68
2024
Q4 		$391K Buy
2,669
+2,101
+370% +$322K 0.22% 69
2024
Q3 		$397K Sell
568
-58
-9% -$8.63K 0.23% 68
2024
Q2 		$427K Sell
626
-2,025
-76% -$323K 0.25% 71
2024
Q1 		$418K Buy
2,651
+66
+3% +$9.96K 0.26% 66
2023
Q4 		$386K Buy
+2,585
New +$391K 0.27% 64

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MN Wealth Advisors's CVX Position: Q2 2026 in Review

MN Wealth Advisors increased its Chevron (CVX) stake by 2.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,186 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #72.

MN Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MN Wealth Advisors held 3,186 shares of Chevron worth $528K as of Q2 2026.
  • MN Wealth Advisors bought 83 Chevron shares in Q2 2026, an estimated $15.4K.
  • Chevron made up 0.22% of MN Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • MN Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's Chevron position peaked at $642K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.