Callan Family Office’s Chevron CVX Stock Holding History

Callan 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	$17.6M	Sell	85,061 -3,463	-4%	-$631K	0.4%	41
2025 Q4	$13.5M	Buy	88,524 +20,015	+29%	+$3.05M	0.29%	64
2025 Q3	$10.6M	Buy	68,509 +3,611	+6%	+$559K	0.34%	56
2025 Q2	$9.29M	Buy	64,898 +29,234	+82%	+$4.12M	0.29%	67
2025 Q1	$5.97M	Buy	35,664 +11,103	+45%	+$1.74M	0.45%	49
2024 Q4	$3.56M	Buy	24,561 +18,212	+287%	+$2.79M	0.23%	86
2024 Q3	$935K	Buy	6,349 +634	+11%	+$94.4K	0.16%	73
2024 Q2	$894K	Buy	5,715 +3,479	+156%	+$555K	0.17%	63
2024 Q1	$353K	Sell	2,236 -1,495	-40%	-$226K	0.08%	70
2023 Q4	$557K	Sell	3,731 -661	-15%	-$100K	0.14%	54
2023 Q3	$741K	Hold	4,392	–	–	0.2%	47
2023 Q2	$691K	Sell	4,392 -2,523	-36%	-$404K	0.18%	53
2023 Q1	$1.13M	Buy	6,915 +4,005	+138%	+$671K	0.27%	55
2022 Q4	$522K	Buy	+2,910	New	+$508K	0.17%	58

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

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

Callan Family Office reduced its Chevron (CVX) stake by 3.9% in Q1 2026, selling an estimated $631K and leaving 85,061 shares worth $17.6M. The position accounts for 0.4% of the portfolio, ranked #41.

Callan Family Office first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Callan Family Office held 85,061 shares of Chevron worth $17.6M as of Q1 2026.
Callan Family Office sold 3,463 Chevron shares in Q1 2026, an estimated $631K.
Chevron made up 0.4% of Callan Family Office's portfolio in Q1 2026, its #41 holding.
Callan Family Office first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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