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Mustard Seed Financial’s Chevron CVX Stock Holding History

Mustard Seed Financial’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 		$300K Sell
1,811
-100
-5% -$18.6K 0.16% 79
2026
Q1 		$395K Hold
1,911
– – 0.24% 58
2025
Q4 		$291K Sell
1,911
-1,019
-35% -$155K 0.18% 68
2025
Q3 		$455K Buy
2,930
+43
+1% +$6.66K 0.29% 55
2025
Q2 		$413K Buy
2,887
+25
+0.9% +$3.52K 0.3% 57
2025
Q1 		$479K Sell
2,862
-1,000
-26% -$157K 0.39% 46
2024
Q4 		$559K Hold
3,862
– – 0.45% 46
2024
Q3 		$569K Buy
3,862
+153
+4% +$22.8K 0.47% 45
2024
Q2 		$580K Hold
3,709
– – 0.56% 41
2024
Q1 		$585K Buy
3,709
+100
+3% +$15.1K 0.58% 41
2023
Q4 		$538K Buy
+3,609
New +$546K 0.61% 39

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

Mustard Seed Financial's CVX Position: Q2 2026 in Review

Mustard Seed Financial reduced its Chevron (CVX) stake by 5.2% in Q2 2026, selling an estimated $18.6K and leaving 1,811 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #79.

Mustard Seed Financial first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q1 2024. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Mustard Seed Financial held 1,811 shares of Chevron worth $300K as of Q2 2026.
  • Mustard Seed Financial sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 0.16% of Mustard Seed Financial's portfolio in Q2 2026, its #79 holding.
  • Mustard Seed Financial first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Mustard Seed Financial's Chevron position peaked at $585K in Q1 2024.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.