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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
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% +$9.56K 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 $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MRA Advisory Group's CVX Position: Q2 2026 in Review

MRA Advisory Group increased its Chevron (CVX) stake by 416% in Q2 2026, buying an estimated $1.46M and bringing the position to 9,706 shares worth $1.61M. The position accounts for 0.58% of the portfolio, ranked #41.

MRA Advisory Group first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MRA Advisory Group held 9,706 shares of Chevron worth $1.61M as of Q2 2026.
  • MRA Advisory Group bought 7,826 Chevron shares in Q2 2026, an estimated $1.46M.
  • Chevron made up 0.58% of MRA Advisory Group's portfolio in Q2 2026, its #41 holding.
  • MRA Advisory Group first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.