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Family Investment Center’s Chevron CVX Stock Holding History

Family Investment Center’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 		$328K Sell
1,981
-72
-4% -$13.4K 0.05% 83
2026
Q1 		$425K Buy
2,053
+67
+3% +$12.2K 0.08% 56
2025
Q4 		$303K Sell
1,986
-7
-0.4% -$1.07K 0.06% 74
2025
Q3 		$309K Buy
1,993
+296
+17% +$45.8K 0.06% 70
2025
Q2 		$243K Buy
1,697
+2
+0.1% +$282 0.06% 81
2025
Q1 		$284K Buy
1,695
+1
+0.1% +$157 0.07% 62
2024
Q4 		$245K Buy
1,694
+1
+0.1% +$153 0.06% 78
2024
Q3 		$249K Hold
1,693
– – 0.06% 77
2024
Q2 		$265K Hold
1,693
– – 0.08% 73
2024
Q1 		$267K Sell
1,693
-39
-2% -$5.88K 0.09% 68
2023
Q4 		$258K Buy
1,732
+1
+0.1% +$151 0.13% 56
2023
Q3 		$292K Hold
1,731
– – 0.18% 43
2023
Q2 		$272K Buy
1,731
+101
+6% +$16.2K 0.17% 40
2023
Q1 		$266K Sell
1,630
-60
-4% -$10.1K 0.18% 39
2022
Q4 		$303K Buy
+1,690
New +$295K 0.22% 36

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Family Investment Center's CVX Position: Q2 2026 in Review

Family Investment Center reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $13.4K and leaving 1,981 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #83.

Family Investment Center first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Family Investment Center held 1,981 shares of Chevron worth $328K as of Q2 2026.
  • Family Investment Center sold 72 Chevron shares in Q2 2026, an estimated $13.4K.
  • Chevron made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #83 holding.
  • Family Investment Center first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Chevron position peaked at $425K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.