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 Q2	$15M	Buy	90,394 +5,333	+6%	+$993K	0.29%	65
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Callan Family Office increased its Chevron (CVX) stake by 6.3% in Q2 2026, buying an estimated $993K and bringing the position to 90,394 shares worth $15M. The position accounts for 0.29% of the portfolio, ranked #65.

Callan Family Office first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Callan Family Office held 90,394 shares of Chevron worth $15M as of Q2 2026.
Callan Family Office bought 5,333 Chevron shares in Q2 2026, an estimated $993K.
Chevron made up 0.29% of Callan Family Office's portfolio in Q2 2026, its #65 holding.
Callan Family Office first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Callan Family Office's Chevron position peaked at $17.6M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.