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Mosaic Family Wealth Partners’s Chevron CVX Stock Holding History

Mosaic Family Wealth Partners’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 		$2.47M Buy
14,874
+9,920
+200% +$1.85M 0.17% 97
2026
Q1 		$1.03M Buy
4,954
+51
+1% +$9.3K 0.1% 109
2025
Q4 		$747K Buy
4,903
+22
+0.5% +$3.35K 0.08% 116
2025
Q3 		$762K Buy
4,881
+585
+14% +$90.6K 0.09% 106
2025
Q2 		$615K Sell
4,296
-57
-1% -$8.04K 0.08% 118
2025
Q1 		$728K Sell
4,353
-246
-5% -$38.5K 0.1% 104
2024
Q4 		$666K Sell
4,599
-355
-7% -$54.3K 0.1% 103
2024
Q3 		$730K Sell
4,954
-93
-2% -$13.8K 0.11% 93
2024
Q2 		$789K Sell
5,047
-476
-9% -$75.9K 0.13% 87
2024
Q1 		$871K Sell
5,523
-112
-2% -$16.9K 0.14% 83
2023
Q4 		$840K Buy
5,635
+243
+5% +$36.8K 0.14% 82
2023
Q3 		$909K Buy
5,392
+22
+0.4% +$3.55K 0.18% 65
2023
Q2 		$845K Sell
5,370
-95
-2% -$15.2K 0.17% 76
2023
Q1 		$892K Sell
5,465
-80
-1% -$13.4K 0.19% 68
2022
Q4 		$995K Buy
+5,545
New +$968K 0.28% 56

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Mosaic Family Wealth Partners's CVX Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Chevron (CVX) stake by 200% in Q2 2026, buying an estimated $1.85M and bringing the position to 14,874 shares worth $2.47M. The position accounts for 0.17% of the portfolio, ranked #97.

Mosaic Family Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mosaic Family Wealth Partners held 14,874 shares of Chevron worth $2.47M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 9,920 Chevron shares in Q2 2026, an estimated $1.85M.
  • Chevron made up 0.17% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Mosaic Family Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.