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MOKAN Wealth Management’s Chevron CVX Stock Holding History

MOKAN Wealth 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 		$342K Buy
2,064
+21
+1% +$3.91K 0.13% 79
2026
Q1 		$423K Buy
2,043
+54
+3% +$9.85K 0.19% 101
2025
Q4 		$303K Buy
1,989
+68
+4% +$10.4K 0.13% 76
2025
Q3 		$298K Buy
1,921
+20
+1% +$3.1K 0.15% 78
2025
Q2 		$272K Buy
1,901
+69
+4% +$9.73K 0.15% 74
2025
Q1 		$306K Sell
1,832
-20
-1% -$3.13K 0.18% 70
2024
Q4 		$268K Buy
+1,852
New +$283K 0.17% 69

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MOKAN Wealth Management's CVX Position: Q2 2026 in Review

MOKAN Wealth Management increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $3.91K and bringing the position to 2,064 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #79.

MOKAN Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q1 2026. 2,093 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MOKAN Wealth Management held 2,064 shares of Chevron worth $342K as of Q2 2026.
  • MOKAN Wealth Management bought 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.13% of MOKAN Wealth Management's portfolio in Q2 2026, its #79 holding.
  • MOKAN Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's Chevron position peaked at $423K in Q1 2026.
  • 2,093 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.