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MSH Capital Advisors’s Chevron CVX Stock Holding History

MSH Capital Advisors’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 		$1.89M Buy
11,400
+1,793
+19% +$334K 0.33% 79
2026
Q1 		$1.99M Buy
9,607
+296
+3% +$54K 0.42% 68
2025
Q4 		$1.42M Buy
9,311
+1,524
+20% +$232K 0.3% 92
2025
Q3 		$1.21M Buy
7,787
+126
+2% +$19.5K 0.32% 82
2025
Q2 		$1.1M Buy
7,661
+813
+12% +$115K 0.32% 86
2025
Q1 		$1.15M Buy
6,848
+165
+2% +$25.8K 0.35% 79
2024
Q4 		$968K Hold
6,683
– – 0.3% 91
2024
Q3 		$984K Hold
6,683
– – 0.3% 90
2024
Q2 		$1.05M Buy
6,683
+140
+2% +$22.3K 0.35% 80
2024
Q1 		$1.03M Buy
6,543
+405
+7% +$61.1K 0.36% 80
2023
Q4 		$916K Sell
6,138
-615
-9% -$93K 0.34% 83
2023
Q3 		$1.14M Buy
6,753
+411
+6% +$66.4K 0.45% 70
2023
Q2 		$998K Buy
6,342
+3,821
+152% +$613K 0.37% 82
2023
Q1 		$411K Buy
2,521
+85
+3% +$14.3K 0.18% 131
2022
Q4 		$437K Buy
2,436
+261
+12% +$45.5K 0.2% 121
2022
Q3 		$312K Sell
2,175
-241
-10% -$36.8K 0.15% 132
2022
Q2 		$350K Sell
2,416
-6
-0.2% -$992 0.16% 133
2022
Q1 		$394K Buy
2,422
+4
+0.2% +$574 0.16% 131
2021
Q4 		$284K Buy
+2,418
New +$275K 0.13% 154

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
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

MSH Capital Advisors's CVX Position: Q2 2026 in Review

MSH Capital Advisors increased its Chevron (CVX) stake by 19% in Q2 2026, buying an estimated $334K and bringing the position to 11,400 shares worth $1.89M. The position accounts for 0.33% of the portfolio, ranked #79.

MSH Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MSH Capital Advisors held 11,400 shares of Chevron worth $1.89M as of Q2 2026.
  • MSH Capital Advisors bought 1,793 Chevron shares in Q2 2026, an estimated $334K.
  • Chevron made up 0.33% of MSH Capital Advisors's portfolio in Q2 2026, its #79 holding.
  • MSH Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's Chevron position peaked at $1.99M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.