Alpha Family Trust’s Chevron CVX Stock Holding History

Alpha Family Trust’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 Q1	$349K	Hold	1,687	–	–	0.17%	110
2025 Q4	$257K	Hold	1,687	–	–	0.12%	151
2025 Q3	$262K	Buy	+1,687	New	+$261K	0.12%	144
2025 Q2	–	Sell	-3,800	Closed	-$636K	–	194
2025 Q1	$636K	Buy	3,800 +2,415	+174%	+$378K	0.37%	55
2024 Q4	$201K	Buy	+1,385	New	+$212K	0.11%	156
2024 Q3	–	Sell	-4,330	Closed	-$677K	–	158
2024 Q2	$677K	Hold	4,330	–	–	0.4%	48
2024 Q1	$683K	Buy	4,330 +480	+12%	+$72.4K	0.41%	45
2023 Q4	$574K	Sell	3,850 -275	-7%	-$41.6K	0.39%	47
2023 Q3	$696K	Buy	4,125 +1,350	+49%	+$218K	0.53%	35
2023 Q2	$437K	Sell	2,775 -1,005	-27%	-$161K	0.3%	55
2023 Q1	$617K	Buy	3,780 +275	+8%	+$46.1K	0.49%	39
2022 Q4	$629K	Buy	3,505 +370	+12%	+$64.6K	0.57%	36
2022 Q3	$450K	Buy	+3,135	New	+$478K	0.34%	20

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alpha Family Trust's CVX Position: Q1 2026 in Review

Alpha Family Trust held its Chevron (CVX) position steady in Q1 2026 at 1,687 shares worth $349K. The position accounts for 0.17% of the portfolio, ranked #110.

Alpha Family Trust first reported a position in CVX in Q3 2022 and has held it in 13 quarters since. The position peaked at $696K in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Alpha Family Trust held 1,687 shares of Chevron worth $349K as of Q1 2026.
Alpha Family Trust left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.17% of Alpha Family Trust's portfolio in Q1 2026, its #110 holding.
Alpha Family Trust first reported a position in Chevron in Q3 2022 and has held it in 13 quarters since.
Alpha Family Trust's Chevron position peaked at $696K in Q3 2023.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.