MAS
CVX icon

MPWM Advisory Solutions’s Chevron CVX Stock Holding History

MPWM Advisory Solutions’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 		$138K Sell
667
-618
-48% -$113K 0.07% 124
2025
Q4 		$196K Sell
1,285
-52
-4% -$7.92K 0.11% 93
2025
Q3 		$208K Buy
1,337
+18
+1% +$2.79K 0.12% 86
2025
Q2 		$189K Buy
1,319
+266
+25% +$37.5K 0.12% 85
2025
Q1 		$176K Sell
1,053
-428
-29% -$67K 0.13% 72
2024
Q4 		$215K Buy
+1,481
New +$227K 0.16% 71

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 $336B AUM 34.66% 1-Year Est. Return

MPWM Advisory Solutions's CVX Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Chevron (CVX) stake by 48% in Q1 2026, selling an estimated $113K and leaving 667 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #124.

MPWM Advisory Solutions first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $215K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • MPWM Advisory Solutions held 667 shares of Chevron worth $138K as of Q1 2026.
  • MPWM Advisory Solutions sold 618 Chevron shares in Q1 2026, an estimated $113K.
  • Chevron made up 0.07% of MPWM Advisory Solutions's portfolio in Q1 2026, its #124 holding.
  • MPWM Advisory Solutions first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Chevron position peaked at $215K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.