MRA Advisory Group
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MRA Advisory Group’s Chevron CVX Stock Holding History

MRA Advisory 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
Q3 		$541K Sell
2,650
-7,056
-73% -$1.39M 0.2% 76
2026
Q2 		$1.61M Buy
9,706
+7,826
+416% +$1.46M 0.58% 41
2026
Q1 		$389K Buy
1,880
+3
+0.2% +$547 0.16% 83
2025
Q4 		$286K Sell
1,877
-363
-16% -$55.3K 0.12% 98
2025
Q3 		$348K Sell
2,240
-133
-6% -$20.6K 0.15% 87
2025
Q2 		$340K Sell
2,373
-472
-17% -$66.5K 0.16% 90
2025
Q1 		$476K Buy
2,845
+172
+6% +$26.9K 0.25% 56
2024
Q4 		$387K Sell
2,673
-85
-3% -$13K 0.21% 64
2024
Q3 		$406K Sell
2,758
-122
-4% -$18.2K 0.22% 58
2024
Q2 		$451K Buy
2,880
+948
+49% +$151K 0.26% 49
2024
Q1 		$305K Buy
1,932
+21
+1% +$3.17K 0.18% 69
2023
Q4 		$285K Sell
1,911
-2,582
-57% -$391K 0.19% 69
2023
Q3 		$758K Sell
4,493
-450
-9% -$72.7K 0.54% 37
2023
Q2 		$778K Buy
4,943
+116
+2% +$18.6K 0.54% 34
2023
Q1 		$788K Buy
4,827
+57
+1% +$9.6K 0.57% 33
2022
Q4 		$856K Sell
4,770
-689
-13% -$120K 0.67% 30
2022
Q3 		$858K Buy
5,459
+435
+9% +$66.3K 0.73% 27
2022
Q2 		$727K Sell
5,024
-3,301
-40% -$546K 0.64% 29
2022
Q1 		$1.36M Buy
8,325
+1,867
+29% +$268K 1.03% 23
2021
Q4 		$758K Buy
6,458
+1,358
+27% +$154K 0.59% 41
2021
Q3 		$517K Buy
5,100
+820
+19% +$81.8K 0.44% 53
2021
Q2 		$448K Buy
+4,280
New +$452K 0.38% 60

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MRA Advisory Group's CVX Position: Q3 2026 in Review

MRA Advisory Group reduced its Chevron (CVX) stake by 73% in Q3 2026, selling an estimated $1.39M and leaving 2,650 shares worth $541K. The position accounts for 0.2% of the portfolio, ranked #76.

MRA Advisory Group first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.61M in Q2 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • MRA Advisory Group held 2,650 shares of Chevron worth $541K as of Q3 2026.
  • MRA Advisory Group sold 7,056 Chevron shares in Q3 2026, an estimated $1.39M.
  • Chevron made up 0.2% of MRA Advisory Group's portfolio in Q3 2026, its #76 holding.
  • MRA Advisory Group first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • MRA Advisory Group's Chevron position peaked at $1.61M in Q2 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.