SEC 13F Intelligence

Mosaic Financial Group, LLC / CVX

Mosaic Financial Group, LLC’s Chevron Corporation Position

Does Mosaic Financial Group, LLC own Chevron Corporation (CVX)? Yes — 9.9K shares worth $2M (+1.46% of its 13F portfolio) as of Q1 2026, down from 10.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
9.9K
% of Portfolio
+1.46%
Quarters Held
9
currently held

Position History CVX

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$2M+1.46%
Q4 202510.2K$2M+1.06%
Q3 202510.2K$2M+1.13%
Q2 202510.2K$1M+1.11%
Q1 202510.6K$2M+1.44%
Q4 202410.6K$2M+1.10%
Q3 202410.8K$2M+1.13%
Q2 202410.6K$2M+1.19%
Q1 202410.2K$2M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of CVX.