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Mosley Wealth Management’s Chevron CVX Stock Holding History

Mosley Wealth Management’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 		$377K Buy
2,272
+1,640
+259% +$305K 0.12% 117
2026
Q1 		$98.1K Buy
+632
New +$115K 0.04% 180
2024
Q4 		$772K Buy
4,961
+418
+9% +$64K 0.48% 44
2024
Q3 		$685K Buy
4,543
+418
+10% +$62.2K 0.47% 46
2024
Q2 		$645K Buy
4,125
+10
+0.2% +$1.59K 0.55% 38
2024
Q1 		$649K Sell
4,115
-102
-2% -$15.4K 0.61% 39
2023
Q4 		$629K Buy
+4,217
New +$638K 0.62% 33

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mosley Wealth Management's CVX Position: Q2 2026 in Review

Mosley Wealth Management increased its Chevron (CVX) stake by 259% in Q2 2026, buying an estimated $305K and bringing the position to 2,272 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #117.

Mosley Wealth Management first reported a position in CVX in Q4 2023 and has held it in 7 quarters since. The position peaked at $772K in Q4 2024. 2,734 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mosley Wealth Management held 2,272 shares of Chevron worth $377K as of Q2 2026.
  • Mosley Wealth Management bought 1,640 Chevron shares in Q2 2026, an estimated $305K.
  • Chevron made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Mosley Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Chevron position peaked at $772K in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.