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Atlantic Family Wealth’s Chevron CVX Stock Holding History

Atlantic Family Wealth’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 		$390K Sell
2,355
-2,211
-48% -$412K 0.25% 30
2026
Q1 		$945K Buy
4,566
+269
+6% +$49.1K 0.68% 13
2025
Q4 		$655K Buy
4,297
+657
+18% +$100K 0.49% 17
2025
Q3 		$565K Buy
3,640
+1,568
+76% +$243K 0.44% 17
2025
Q2 		$297K Sell
2,072
-8
-0.4% -$1.13K 0.26% 30
2025
Q1 		$348K Buy
2,080
+104
+5% +$16.3K 0.32% 26
2024
Q4 		$286K Buy
+1,976
New +$302K 0.34% 28

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atlantic Family Wealth's CVX Position: Q2 2026 in Review

Atlantic Family Wealth reduced its Chevron (CVX) stake by 48% in Q2 2026, selling an estimated $412K and leaving 2,355 shares worth $390K. The position accounts for 0.25% of the portfolio, ranked #30.

Atlantic Family Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $945K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Atlantic Family Wealth held 2,355 shares of Chevron worth $390K as of Q2 2026.
  • Atlantic Family Wealth sold 2,211 Chevron shares in Q2 2026, an estimated $412K.
  • Chevron made up 0.25% of Atlantic Family Wealth's portfolio in Q2 2026, its #30 holding.
  • Atlantic Family Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's Chevron position peaked at $945K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.