MFG
CVX icon

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
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

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

Mosaic Financial Group's CVX Position: Q1 2026 in Review

Mosaic Financial Group reduced its Chevron (CVX) stake by 2.6% in Q1 2026, selling an estimated $49.2K and leaving 9,928 shares worth $2.05M. The position accounts for 1.46% of the portfolio, ranked #13.

Mosaic Financial Group first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mosaic Financial Group held 9,928 shares of Chevron worth $2.05M as of Q1 2026.
  • Mosaic Financial Group sold 270 Chevron shares in Q1 2026, an estimated $49.2K.
  • Chevron made up 1.46% of Mosaic Financial Group's portfolio in Q1 2026, its #13 holding.
  • Mosaic Financial Group first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.