CFO
CVX icon

CVA Family Office’s Chevron CVX Stock Holding History

CVA 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 		$2.01M Buy
9,730
+667
+7% +$122K 0.21% 71
2025
Q4 		$1.38M Sell
9,063
-214
-2% -$32.6K 0.16% 86
2025
Q3 		$1.44M Buy
9,277
+754
+9% +$117K 0.19% 83
2025
Q2 		$1.22M Sell
8,523
-973
-10% -$137K 0.17% 93
2025
Q1 		$1.59M Buy
9,496
+203
+2% +$31.8K 0.24% 71
2024
Q4 		$1.35M Buy
9,293
+818
+10% +$125K 0.21% 76
2024
Q3 		$1.25M Sell
8,475
-399
-4% -$59.4K 0.2% 78
2024
Q2 		$1.39M Sell
8,874
-143
-2% -$22.8K 0.25% 68
2024
Q1 		$1.42M Buy
9,017
+243
+3% +$36.7K 0.25% 68
2023
Q4 		$1.31M Sell
8,774
-154
-2% -$23.3K 0.26% 66
2023
Q3 		$1.51M Buy
8,928
+99
+1% +$16K 0.34% 54
2023
Q2 		$1.39M Buy
8,829
+20
+0.2% +$3.21K 0.29% 59
2023
Q1 		$1.44M Buy
8,809
+232
+3% +$38.9K 0.32% 55
2022
Q4 		$1.54M Sell
8,577
-35
-0.4% -$6.11K 0.37% 51
2022
Q3 		$1.24M Buy
8,612
+2,045
+31% +$312K 0.34% 57
2022
Q2 		$951K Buy
6,567
+165
+3% +$27.3K 0.26% 65
2022
Q1 		$1.04M Buy
6,402
+542
+9% +$77.7K 0.25% 67
2021
Q4 		$688K Buy
5,860
+1,371
+31% +$156K 0.17% 85
2021
Q3 		$323K Sell
4,489
-1,495
-25% -$149K 0.23% 70
2021
Q2 		$627K Buy
5,984
+631
+12% +$66.6K 0.18% 81
2021
Q1 		$561K Buy
5,353
+787
+17% +$76.8K 0.21% 67
2020
Q4 		$386K Buy
4,566
+77
+2% +$6.23K 0.24% 65
2020
Q3 		$323K Buy
4,489
+300
+7% +$25.2K 0.23% 70
2020
Q2 		$374K Buy
4,189
+125
+3% +$11.2K 0.31% 54
2020
Q1 		$294K Buy
4,064
+480
+13% +$47.4K 0.3% 61
2019
Q4 		$432K Buy
+3,584
New +$422K 0.4% 46

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

CVA Family Office increased its Chevron (CVX) stake by 7.4% in Q1 2026, buying an estimated $122K and bringing the position to 9,730 shares worth $2.01M. The position accounts for 0.21% of the portfolio, ranked #71.

CVA Family Office first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • CVA Family Office held 9,730 shares of Chevron worth $2.01M as of Q1 2026.
  • CVA Family Office bought 667 Chevron shares in Q1 2026, an estimated $122K.
  • Chevron made up 0.21% of CVA Family Office's portfolio in Q1 2026, its #71 holding.
  • CVA Family Office first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.