MFG
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Mosaic Financial Group’s Chevron CVX Stock Holding History

Mosaic Financial Group’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 		$1.52M Sell
9,181
-747
-8% -$139K 0.97% 25
2026
Q1 		$2.05M Sell
9,928
-270
-3% -$49.2K 1.46% 13
2025
Q4 		$1.55M Buy
10,198
+12
+0.1% +$1.83K 1.06% 21
2025
Q3 		$1.58M Buy
10,186
+10
+0.1% +$1.55K 1.13% 22
2025
Q2 		$1.46M Sell
10,176
-405
-4% -$57.1K 1.12% 21
2025
Q1 		$1.77M Buy
10,581
+11
+0.1% +$1.72K 1.44% 14
2024
Q4 		$1.53M Sell
10,570
-258
-2% -$39.5K 1.1% 22
2024
Q3 		$1.59M Buy
10,828
+194
+2% +$28.9K 1.13% 20
2024
Q2 		$1.66M Buy
10,634
+468
+5% +$74.6K 1.19% 19
2024
Q1 		$1.6M Buy
+10,166
New +$1.53M 1.28% 19

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

Mosaic Financial Group's CVX Position: Q2 2026 in Review

Mosaic Financial Group reduced its Chevron (CVX) stake by 7.5% in Q2 2026, selling an estimated $139K and leaving 9,181 shares worth $1.52M. The position accounts for 0.97% of the portfolio, ranked #25.

Mosaic Financial Group first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mosaic Financial Group held 9,181 shares of Chevron worth $1.52M as of Q2 2026.
  • Mosaic Financial Group sold 747 Chevron shares in Q2 2026, an estimated $139K.
  • Chevron made up 0.97% of Mosaic Financial Group's portfolio in Q2 2026, its #25 holding.
  • Mosaic Financial Group first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Chevron position peaked at $2.05M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.