AFO
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Arrowroot Family Office’s Chevron CVX Stock Holding History

Arrowroot Family Office’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 		$770K Sell
3,722
-197
-5% -$35.9K 0.25% 82
2025
Q4 		$597K Sell
3,919
-100
-2% -$15.2K 0.22% 82
2025
Q3 		$624K Sell
4,019
-357
-8% -$55.3K 0.25% 80
2025
Q2 		$627K Buy
+4,376
New +$617K 0.28% 75
2024
Q4 		$605K Sell
4,175
-12
-0.3% -$1.84K 0.31% 69
2024
Q3 		$617K Buy
4,187
+2
+0% +$298 0.36% 63
2024
Q2 		$655K Sell
4,185
-3
-0.1% -$478 0.42% 63
2024
Q1 		$661K Buy
4,188
+1
+0% +$151 0.42% 65
2023
Q4 		$625K Buy
+4,187
New +$633K 0.44% 60

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowroot Family Office's CVX Position: Q1 2026 in Review

Arrowroot Family Office reduced its Chevron (CVX) stake by 5% in Q1 2026, selling an estimated $35.9K and leaving 3,722 shares worth $770K. The position accounts for 0.25% of the portfolio, ranked #82.

Arrowroot Family Office first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Arrowroot Family Office held 3,722 shares of Chevron worth $770K as of Q1 2026.
  • Arrowroot Family Office sold 197 Chevron shares in Q1 2026, an estimated $35.9K.
  • Chevron made up 0.25% of Arrowroot Family Office's portfolio in Q1 2026, its #82 holding.
  • Arrowroot Family Office first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.