MIM
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MTM Investment Management’s Chevron CVX Stock Holding History

MTM Investment Management’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 		$5.05M Sell
30,445
-57
-0.2% -$10.6K 1.44% 15
2026
Q1 		$6.31M Buy
30,502
+140
+0.5% +$25.5K 2% 10
2025
Q4 		$4.63M Buy
30,362
+179
+0.6% +$27.3K 1.48% 13
2025
Q3 		$4.69M Sell
30,183
-533
-2% -$82.5K 1.49% 13
2025
Q2 		$4.4M Buy
30,716
+1,335
+5% +$188K 1.48% 13
2025
Q1 		$4.95M Buy
29,381
+1,060
+4% +$166K 1.91% 10
2024
Q4 		$4.1M Buy
28,321
+9
+0% +$1.38K 1.58% 12
2024
Q3 		$4.27M Buy
28,312
+348
+1% +$51.8K 1.66% 12
2024
Q2 		$4.37M Sell
27,964
-213
-0.8% -$34K 1.79% 12
2024
Q1 		$4.44M Buy
28,177
+461
+2% +$69.6K 1.83% 10
2023
Q4 		$4.13M Sell
27,716
-379
-1% -$57.3K 1.89% 10
2023
Q3 		$4.74M Buy
28,095
+456
+2% +$73.7K 2.39% 7
2023
Q2 		$4.35M Buy
27,639
+10
+0% +$1.6K 2.12% 9
2023
Q1 		$4.51M Buy
27,629
+188
+0.7% +$31.5K 2.31% 5
2022
Q4 		$4.93M Buy
27,441
+278
+1% +$48.5K 2.56% 4
2022
Q3 		$3.9M Buy
27,163
+1,009
+4% +$154K 2.22% 7
2022
Q2 		$3.83M Sell
26,154
-213
-0.8% -$35.2K 2.07% 6
2022
Q1 		$4.29M Sell
26,367
-747
-3% -$107K 2.08% 6
2021
Q4 		$3.18M Buy
27,114
+161
+0.6% +$18.3K 1.51% 11
2021
Q3 		$2.73M Sell
26,953
-3,394
-11% -$339K 1.48% 14
2021
Q2 		$3.18M Buy
30,347
+2,648
+10% +$280K 1.66% 12
2021
Q1 		$2.9M Buy
27,699
+273
+1% +$26.7K 1.64% 11
2020
Q4 		$2.32M Buy
+27,426
New +$2.22M 1.43% 16

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MTM Investment Management's CVX Position: Q2 2026 in Review

MTM Investment Management reduced its Chevron (CVX) stake by 0.19% in Q2 2026, selling an estimated $10.6K and leaving 30,445 shares worth $5.05M. The position accounts for 1.44% of the portfolio, ranked #15.

MTM Investment Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.31M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • MTM Investment Management held 30,445 shares of Chevron worth $5.05M as of Q2 2026.
  • MTM Investment Management sold 57 Chevron shares in Q2 2026, an estimated $10.6K.
  • Chevron made up 1.44% of MTM Investment Management's portfolio in Q2 2026, its #15 holding.
  • MTM Investment Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Chevron position peaked at $6.31M in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.