S.A. Mason
CVX icon

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
Q3 		$2.58M Buy
12,625
+5
+0% +$985 0.76% 31
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% +$10K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

S.A. Mason's CVX Position: Q3 2026 in Review

S.A. Mason increased its Chevron (CVX) stake by 0.04% in Q3 2026, buying an estimated $985 and bringing the position to 12,625 shares worth $2.58M. The position accounts for 0.76% of the portfolio, ranked #31.

S.A. Mason first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. 1,078 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • S.A. Mason held 12,625 shares of Chevron worth $2.58M as of Q3 2026.
  • S.A. Mason bought 5 Chevron shares in Q3 2026, an estimated $985.
  • Chevron made up 0.76% of S.A. Mason's portfolio in Q3 2026, its #31 holding.
  • S.A. Mason first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.