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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mustard Seed Financial's CVX Position: Q1 2026 in Review

Mustard Seed Financial held its Chevron (CVX) position steady in Q1 2026 at 1,911 shares worth $395K. The position accounts for 0.24% of the portfolio, ranked #58.

Mustard Seed Financial first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $585K in Q1 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Mustard Seed Financial held 1,911 shares of Chevron worth $395K as of Q1 2026.
  • Mustard Seed Financial left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.24% of Mustard Seed Financial's portfolio in Q1 2026, its #58 holding.
  • Mustard Seed Financial first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Mustard Seed Financial's Chevron position peaked at $585K in Q1 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.