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S.A. Mason’s Chevron CVX Stock Holding History

S.A. Mason’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 		$2.09M Buy
12,620
+1,506
+14% +$280K 0.64% 40
2026
Q1 		$2.3M Buy
11,114
+507
+5% +$92.5K 0.86% 25
2025
Q4 		$1.62M Buy
10,607
+9
+0.1% +$1.37K 0.64% 39
2025
Q3 		$1.65M Buy
10,598
+1,851
+21% +$287K 0.73% 32
2025
Q2 		$1.25M Sell
8,747
-538
-6% -$75.8K 0.61% 43
2025
Q1 		$1.55M Buy
9,285
+171
+2% +$26.8K 0.82% 31
2024
Q4 		$1.32M Buy
9,114
+81
+0.9% +$12.4K 0.69% 36
2024
Q3 		$1.33M Buy
9,033
+67
+0.7% +$9.97K 0.71% 36
2024
Q2 		$1.4M Buy
8,966
+392
+5% +$62.5K 0.8% 29
2024
Q1 		$1.35M Buy
8,574
+422
+5% +$63.7K 0.81% 30
2023
Q4 		$1.22M Buy
8,152
+89
+1% +$13.5K 0.82% 32
2023
Q3 		$1.36M Buy
8,063
+31
+0.4% +$5.01K 0.98% 24
2023
Q2 		$1.31M Hold
8,032
– – 0.95% 22
2023
Q1 		$1.31M Sell
8,032
-196
-2% -$32.9K 0.95% 22
2022
Q4 		$1.48M Buy
8,228
+4
+0% +$698 1.11% 19
2022
Q3 		$1.18M Buy
8,224
+3
+0% +$458 0.93% 23
2022
Q2 		$1.19M Buy
8,221
+326
+4% +$53.9K 0.87% 24
2022
Q1 		$1.29M Buy
7,895
+4
+0.1% +$574 0.8% 30
2021
Q4 		$926K Buy
7,891
+74
+0.9% +$8.41K 0.56% 48
2021
Q3 		$793K Buy
7,817
+1,321
+20% +$132K 0.52% 53
2021
Q2 		$680K Hold
6,496
– – 0.47% 62
2021
Q1 		$681K Buy
6,496
+500
+8% +$48.8K 0.51% 54
2020
Q4 		$506K Sell
5,996
-275
-4% -$22.3K 0.42% 66
2020
Q3 		$452K Hold
6,271
– – 0.43% 65
2020
Q2 		$560K Sell
6,271
-50
-0.8% -$4.48K 0.59% 49
2020
Q1 		$458K Buy
6,321
+435
+7% +$43K 0.56% 53
2019
Q4 		$709K Buy
+5,886
New +$693K 0.68% 36

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

S.A. Mason's CVX Position: Q2 2026 in Review

S.A. Mason increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $280K and bringing the position to 12,620 shares worth $2.09M. The position accounts for 0.64% of the portfolio, ranked #40.

S.A. Mason first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • S.A. Mason held 12,620 shares of Chevron worth $2.09M as of Q2 2026.
  • S.A. Mason bought 1,506 Chevron shares in Q2 2026, an estimated $280K.
  • Chevron made up 0.64% of S.A. Mason's portfolio in Q2 2026, its #40 holding.
  • S.A. Mason first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Chevron position peaked at $2.3M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.