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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
Q2 		$1.71M Buy
10,298
+568
+6% +$106K 0.15% 85
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

CVA Family Office increased its Chevron (CVX) stake by 5.8% in Q2 2026, buying an estimated $106K and bringing the position to 10,298 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #85.

CVA Family Office first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CVA Family Office held 10,298 shares of Chevron worth $1.71M as of Q2 2026.
  • CVA Family Office bought 568 Chevron shares in Q2 2026, an estimated $106K.
  • Chevron made up 0.15% of CVA Family Office's portfolio in Q2 2026, its #85 holding.
  • CVA Family Office first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Chevron position peaked at $2.01M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.