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Money Concepts Capital’s Chevron CVX Stock Holding History

Money Concepts Capital’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 		$926K Sell
5,585
-5,818
-51% -$1.08M 0.04% 320
2026
Q1 		$2.36M Buy
11,403
+356
+3% +$64.9K 0.13% 158
2025
Q4 		$1.68M Buy
11,047
+738
+7% +$112K 0.09% 197
2025
Q3 		$1.6M Buy
10,309
+863
+9% +$134K 0.1% 191
2025
Q2 		$1.35M Buy
9,446
+1,302
+16% +$184K 0.09% 202
2025
Q1 		$1.36M Buy
8,144
+157
+2% +$24.6K 0.1% 184
2024
Q4 		$1.16M Buy
7,987
+527
+7% +$80.7K 0.09% 198
2024
Q3 		$1.1M Buy
7,460
+151
+2% +$22.5K 0.08% 201
2024
Q2 		$1.14M Sell
7,309
-284
-4% -$45.3K 0.1% 187
2024
Q1 		$1.2M Buy
7,593
+702
+10% +$106K 0.11% 196
2023
Q4 		$1.03M Sell
6,891
-228
-3% -$34.5K 0.1% 204
2023
Q3 		$1.2M Buy
7,119
+391
+6% +$63.2K 0.13% 177
2023
Q2 		$1.06M Sell
6,728
-14,832
-69% -$2.38M 0.11% 194
2023
Q1 		$3.56M Sell
21,560
-11,198
-34% -$1.88M 0.2% 98
2022
Q4 		$5.88M Buy
32,758
+9,684
+42% +$1.69M 0.26% 76
2022
Q3 		$3.31M Buy
23,074
+5,673
+33% +$865K 0.2% 97
2022
Q2 		$2.55M Sell
17,401
-8,121
-32% -$1.34M 0.23% 100
2022
Q1 		$4.16M Sell
25,522
-7,436
-23% -$1.07M 0.23% 88
2021
Q4 		$3.87M Buy
+32,958
New +$3.74M 0.33% 70
2021
Q1 		$3.1M Buy
29,628
+9,690
+49% +$946K 0.25% 97
2020
Q4 		$1.68M Buy
+19,938
New +$1.61M 0.16% 137

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Money Concepts Capital's CVX Position: Q2 2026 in Review

Money Concepts Capital reduced its Chevron (CVX) stake by 51% in Q2 2026, selling an estimated $1.08M and leaving 5,585 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #320.

Money Concepts Capital first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.88M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Money Concepts Capital held 5,585 shares of Chevron worth $926K as of Q2 2026.
  • Money Concepts Capital sold 5,818 Chevron shares in Q2 2026, an estimated $1.08M.
  • Chevron made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #320 holding.
  • Money Concepts Capital first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Chevron position peaked at $5.88M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.