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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
Q2 		$91.9K Sell
554
-113
-17% -$21K 0.04% 156
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

MPWM Advisory Solutions's CVX Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $21K and leaving 554 shares worth $91.9K. The position accounts for 0.04% of the portfolio, ranked #156.

MPWM Advisory Solutions first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MPWM Advisory Solutions held 554 shares of Chevron worth $91.9K as of Q2 2026.
  • MPWM Advisory Solutions sold 113 Chevron shares in Q2 2026, an estimated $21K.
  • Chevron made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #156 holding.
  • MPWM Advisory Solutions first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Chevron position peaked at $215K in Q4 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.