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Moneta Group Investment Advisors’s Chevron CVX Stock Holding History

Moneta Group 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 		$9.7M Sell
46,886
-1,842
-4% -$336K 0.07% 114
2025
Q4 		$7.43M Sell
48,728
-1,480
-3% -$225K 0.06% 127
2025
Q3 		$7.8M Buy
50,208
+5,096
+11% +$789K 0.06% 125
2025
Q2 		$6.46M Buy
45,112
+6,642
+17% +$936K 0.08% 124
2025
Q1 		$6.44M Sell
38,470
-263
-0.7% -$41.2K 0.09% 114
2024
Q4 		$5.61M Buy
38,733
+2,172
+6% +$332K 0.08% 120
2024
Q3 		$5.38M Sell
36,561
-234
-0.6% -$34.8K 0.08% 122
2024
Q2 		$5.76M Buy
36,795
+3,014
+9% +$481K 0.09% 112
2024
Q1 		$5.33M Buy
33,781
+5,693
+20% +$859K 0.09% 119
2023
Q4 		$4.19M Sell
28,088
-1,565
-5% -$237K 0.08% 125
2023
Q3 		$5M Sell
29,653
-36
-0.1% -$5.82K 0.11% 101
2023
Q2 		$4.67M Buy
29,689
+1,640
+6% +$263K 0.1% 107
2023
Q1 		$4.58M Buy
28,049
+3,040
+12% +$510K 0.11% 104
2022
Q4 		$4.35M Buy
25,009
+1,706
+7% +$298K 0.12% 103
2022
Q3 		$3.35M Sell
23,303
-2,177
-9% -$332K 0.13% 107
2022
Q2 		$3.69M Buy
25,480
+6,491
+34% +$1.07M 0.13% 107
2022
Q1 		$3.09M Sell
18,989
-432
-2% -$62K 0.12% 106
2021
Q4 		$2.28M Buy
19,421
+121
+0.6% +$13.7K 0.09% 129
2021
Q3 		$1.96M Buy
19,300
+472
+3% +$47.1K 0.09% 129
2021
Q2 		$1.97M Buy
18,828
+1,355
+8% +$143K 0.09% 132
2021
Q1 		$1.83M Buy
17,473
+9,847
+129% +$962K 0.1% 128
2020
Q4 		$644K Buy
7,626
+737
+11% +$59.7K 0.05% 177
2020
Q3 		$496K Sell
6,889
-1,561
-18% -$131K 0.04% 168
2020
Q2 		$754K Buy
8,450
+2,378
+39% +$213K 0.07% 127
2020
Q1 		$440K Sell
6,072
-2,052
-25% -$203K 0.05% 158
2019
Q4 		$979K Buy
8,124
+738
+10% +$86.9K 0.08% 116
2019
Q3 		$876K Sell
7,386
-4,491
-38% -$545K 0.08% 130
2019
Q2 		$1.48M Buy
11,877
+5,464
+85% +$661K 0.15% 93
2019
Q1 		$790K Sell
6,413
-132
-2% -$15.6K 0.08% 113
2018
Q4 		$712K Sell
6,545
-1,087
-14% -$126K 0.08% 115
2018
Q3 		$933K Sell
7,632
-5,742
-43% -$697K 0.1% 109
2018
Q2 		$1.69M Sell
13,374
-8,806
-40% -$1.09M 0.19% 71
2018
Q1 		$583K Buy
22,180
+18,984
+594% +$2.27M 0.08% 114
2017
Q4 		$400K Sell
3,196
-221
-6% -$26.2K 0.06% 139
2017
Q3 		$402K Sell
3,417
-2,332
-41% -$255K 0.06% 140
2017
Q2 		$600K Buy
5,749
+2,250
+64% +$238K 0.1% 107
2017
Q1 		$376K Sell
3,499
-6,091
-64% -$683K 0.07% 105
2016
Q4 		$1.13M Buy
9,590
+6,421
+203% +$699K 0.23% 46
2016
Q3 		$326K Sell
3,169
-4,875
-61% -$498K 0.07% 100
2016
Q2 		$843K Buy
8,044
+2,955
+58% +$297K 0.18% 77
2016
Q1 		$485K Buy
5,089
+2,820
+124% +$247K 0.11% 108
2015
Q4 		$204K Sell
2,269
-2,535
-53% -$229K 0.05% 130
2015
Q3 		$379K Sell
4,804
-675
-12% -$56.8K 0.11% 90
2015
Q2 		$529K Sell
5,479
-2,750
-33% -$289K 0.16% 70
2015
Q1 		$864K Hold
8,229
– – 0.37% 44
2014
Q4 		$923K Sell
8,229
-928
-10% -$105K 0.44% 33
2014
Q3 		$1.09M Sell
9,157
-1,067
-10% -$136K 0.57% 29
2014
Q2 		$1.33M Sell
10,224
-2,605
-20% -$324K 0.72% 20
2014
Q1 		$1.52M Sell
12,829
-1,775
-12% -$206K 0.9% 16
2013
Q4 		$1.82M Sell
14,604
-1,179
-7% -$143K 1.1% 14
2013
Q3 		$1.92M Sell
15,783
-155
-1% -$19.1K 1.26% 14
2013
Q2 		$1.89M Buy
+15,938
New +$1.93M 1.33% 14

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Moneta Group Investment Advisors's CVX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Chevron (CVX) stake by 3.8% in Q1 2026, selling an estimated $336K and leaving 46,886 shares worth $9.7M. The position accounts for 0.07% of the portfolio, ranked #114.

Moneta Group Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Moneta Group Investment Advisors held 46,886 shares of Chevron worth $9.7M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,842 Chevron shares in Q1 2026, an estimated $336K.
  • Chevron made up 0.07% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Moneta Group Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.