MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CVX — CHEVRON CORP NEW

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  ·  3 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported CHEVRON CORP NEW (CVX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 3.84% in 2026 Q1. The latest visible filing shows CVX at 3.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in CHEVRON CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVX was reported at 3.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.84% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVX stock page MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV fund profile MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV full holdings
How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,216 -77 -0.4% 3.15% $3.5M 2026-07-28 $187.58
2026 Q1 REDUCED 11.1% -17.8% ✅ 21,293 -2,671 -11.1% 3.84% $4.4M 2026-05-01 $188.90
2025 Q4 INITIATED — — — 23,964 — — 2.98% $3.7M 2026-01-22 $163.55

🏢 Other funds also holding CVX

As of 2026 Q2 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 12.75% ACT CAPITAL MANAGEMENT, LLC 3Y 8.12% HATCH COVE CAPITAL, LLC 6.57% ACR Alpine Capital Research, LLC 3Y 7Y 6.54% Drummond Knight Asset Management Pty Ltd 5.01% Essex Bank 3Y 7Y 4.75% C2C Wealth Management, LLC 3Y 4.63% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.56% LGT Financial Advisors LLC 3Y 4.5% Refined Wealth Management 3Y 4.5%

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning CVX?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported CVX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CVX position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for CVX was 3.84% in 2026 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q2, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 21,216 shares, equal to 3.15% of portfolio, with an estimated market value of $3.5M.

What does the chart on this CVX ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's quarterly CVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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