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 Q2	$630K	Buy	3,801 +79	+2%	+$14.7K	0.18%	101
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

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

Arrowroot Family Office's CVX Position: Q2 2026 in Review

Arrowroot Family Office increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,801 shares worth $630K. The position accounts for 0.18% of the portfolio, ranked #101.

Arrowroot Family Office first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $770K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Arrowroot Family Office held 3,801 shares of Chevron worth $630K as of Q2 2026.
Arrowroot Family Office bought 79 Chevron shares in Q2 2026, an estimated $14.7K.
Chevron made up 0.18% of Arrowroot Family Office's portfolio in Q2 2026, its #101 holding.
Arrowroot Family Office first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Arrowroot Family Office's Chevron position peaked at $770K in Q1 2026.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.