CFO
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Collective Family Office’s Chevron CVX Stock Holding History

Collective 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
Q3 		$871K Sell
4,267
-488
-10% -$96.1K 0.18% 87
2026
Q2 		$788K Buy
4,755
+537
+13% +$99.9K 0.16% 94
2026
Q1 		$873K Sell
4,218
-517
-11% -$94.3K 0.2% 83
2025
Q4 		$722K Sell
4,735
-163
-3% -$24.8K 0.17% 92
2025
Q3 		$761K Sell
4,898
-28
-0.6% -$4.34K 0.18% 88
2025
Q2 		$705K Buy
4,926
+698
+17% +$98.4K 0.18% 91
2025
Q1 		$707K Sell
4,228
-1,028
-20% -$161K 0.19% 86
2024
Q4 		$761K Sell
5,256
-185
-3% -$28.3K 0.21% 90
2024
Q3 		$801K Sell
5,441
-1,699
-24% -$253K 0.22% 89
2024
Q2 		$1.12M Buy
7,140
+297
+4% +$47.4K 0.33% 70
2024
Q1 		$1.08M Buy
6,843
+1,249
+22% +$188K 0.35% 68
2023
Q4 		$834K Sell
5,594
-529
-9% -$80K 0.29% 71
2023
Q3 		$1.03M Sell
6,123
-399
-6% -$64.4K 0.4% 60
2023
Q2 		$1.03M Buy
6,522
+985
+18% +$158K 0.4% 59
2023
Q1 		$903K Buy
5,537
+1,178
+27% +$197K 0.37% 63
2022
Q4 		$782K Sell
4,359
-719
-14% -$125K 0.35% 66
2022
Q3 		$730K Sell
5,078
-2,165
-30% -$330K 0.36% 74
2022
Q2 		$1.05M Buy
7,243
+864
+14% +$143K 0.45% 63
2022
Q1 		$1.04M Buy
6,379
+10
+0.2% +$1.43K 0.4% 69
2021
Q4 		$747K Sell
6,369
-71
-1% -$8.06K 0.29% 91
2021
Q3 		$653K Buy
6,440
+620
+11% +$61.8K 0.28% 84
2021
Q2 		$610K Buy
5,820
+751
+15% +$79.3K 0.26% 95
2021
Q1 		$531K Buy
5,069
+203
+4% +$19.8K 0.26% 97
2020
Q4 		$411K Buy
+4,866
New +$394K 0.23% 108

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Collective Family Office's CVX Position: Q3 2026 in Review

Collective Family Office reduced its Chevron (CVX) stake by 10% in Q3 2026, selling an estimated $96.1K and leaving 4,267 shares worth $871K. The position accounts for 0.18% of the portfolio, ranked #87.

Collective Family Office first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2024. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Collective Family Office held 4,267 shares of Chevron worth $871K as of Q3 2026.
  • Collective Family Office sold 488 Chevron shares in Q3 2026, an estimated $96.1K.
  • Chevron made up 0.18% of Collective Family Office's portfolio in Q3 2026, its #87 holding.
  • Collective Family Office first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's Chevron position peaked at $1.12M in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.