William Mack & Associates’s Chevron CVX Stock Holding History

William Mack & Associates’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	$295K	Buy	1,780 +13	+0.7%	+$2.42K	0.1%	83
2026 Q1	$366K	Buy	1,767 +6	+0.3%	+$1.09K	0.21%	46
2025 Q4	$268K	Buy	1,761 +3	+0.2%	+$457	0.13%	66
2025 Q3	$273K	Buy	1,758 +3	+0.2%	+$465	0.15%	63
2025 Q2	$251K	Buy	1,755 +4	+0.2%	+$564	0.16%	66
2025 Q1	$293K	Buy	1,751 +3	+0.2%	+$470	0.25%	54
2024 Q4	$253K	Buy	+1,748	New	+$268K	0.27%	54

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

William Mack & Associates's CVX Position: Q2 2026 in Review

William Mack & Associates increased its Chevron (CVX) stake by 0.74% in Q2 2026, buying an estimated $2.42K and bringing the position to 1,780 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #83.

William Mack & Associates first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

William Mack & Associates held 1,780 shares of Chevron worth $295K as of Q2 2026.
William Mack & Associates bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
Chevron made up 0.1% of William Mack & Associates's portfolio in Q2 2026, its #83 holding.
William Mack & Associates first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Chevron position peaked at $366K in Q1 2026.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.