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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Collective Family Office increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $99.9K and bringing the position to 4,755 shares worth $788K. The position accounts for 0.16% of the portfolio, ranked #94.

Collective Family Office first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q2 2024. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Collective Family Office held 4,755 shares of Chevron worth $788K as of Q2 2026.
  • Collective Family Office bought 537 Chevron shares in Q2 2026, an estimated $99.9K.
  • Chevron made up 0.16% of Collective Family Office's portfolio in Q2 2026, its #94 holding.
  • Collective Family Office first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Chevron position peaked at $1.12M in Q2 2024.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.