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Family Legacy Inc’s Chevron CVX Stock Holding History

Family Legacy Inc’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 		$1.69M Buy
8,145
+69
+0.9% +$12.6K 0.51% 70
2025
Q4 		$1.23M Buy
8,076
+23
+0.3% +$3.5K 0.37% 80
2025
Q3 		$1.25M Buy
8,053
+13
+0.2% +$2.01K 0.38% 77
2025
Q2 		$1.15M Buy
8,040
+81
+1% +$11.4K 0.37% 79
2025
Q1 		$1.33M Buy
7,959
+72
+0.9% +$11.3K 0.46% 73
2024
Q4 		$1.19M Buy
7,887
+84
+1% +$12.9K 0.4% 80
2024
Q3 		$1.15M Buy
7,803
+375
+5% +$55.8K 0.38% 78
2024
Q2 		$1.16M Buy
7,428
+93
+1% +$14.8K 0.42% 73
2024
Q1 		$1.16M Buy
7,335
+149
+2% +$22.5K 0.42% 77
2023
Q4 		$1.07M Buy
+7,186
New +$1.09M 0.41% 75
2021
Q1 		– Sell
-27,058
Closed -$2.29M – 110
2020
Q4 		$2.29M Sell
27,058
-142
-0.5% -$11.5K 1.18% 37
2020
Q3 		$1.96M Buy
27,200
+114
+0.4% +$9.59K 1.11% 38
2020
Q2 		$2.42M Sell
27,086
-565
-2% -$50.6K 1.46% 24
2020
Q1 		$2M Buy
27,651
+77
+0.3% +$7.61K 1.44% 24
2019
Q4 		$3.25M Buy
27,574
+36
+0.1% +$4.24K 1.85% 9
2019
Q3 		$3.36M Buy
27,538
+3,459
+14% +$420K 2.09% 9
2019
Q2 		$3M Buy
24,079
+342
+1% +$41.4K 2.34% 7
2019
Q1 		$3.01M Sell
23,737
-10
-0% -$1.18K 2.44% 5
2018
Q4 		$2.58M Buy
23,747
+596
+3% +$69K 2.31% 8
2018
Q3 		$2.83M Buy
23,151
+117
+0.5% +$14.2K 2.31% 5
2018
Q2 		$2.91M Buy
23,034
+432
+2% +$53.6K 2.51% 5
2018
Q1 		$2.58M Buy
22,602
+60
+0.3% +$7.17K 2.38% 7
2017
Q4 		$2.82M Buy
22,542
+9,717
+76% +$1.15M 2.55% 7
2017
Q3 		$1.51M Sell
12,825
-9,852
-43% -$1.08M 3.84% 8
2017
Q2 		$2.37M Sell
22,677
-32
-0.1% -$3.39K 2.38% 7
2017
Q1 		$2.44M Buy
+22,709
New +$2.55M 2.54% 6

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 $295B AUM 31.6% 1-Year Est. Return

Family Legacy Inc's CVX Position: Q1 2026 in Review

Family Legacy Inc increased its Chevron (CVX) stake by 0.85% in Q1 2026, buying an estimated $12.6K and bringing the position to 8,145 shares worth $1.69M. The position accounts for 0.51% of the portfolio, ranked #70.

Family Legacy Inc first reported a position in CVX in Q1 2017 and has held it in 26 quarters since. The position peaked at $3.36M in Q3 2019. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Family Legacy Inc held 8,145 shares of Chevron worth $1.69M as of Q1 2026.
  • Family Legacy Inc bought 69 Chevron shares in Q1 2026, an estimated $12.6K.
  • Chevron made up 0.51% of Family Legacy Inc's portfolio in Q1 2026, its #70 holding.
  • Family Legacy Inc first reported a position in Chevron in Q1 2017 and has held it in 26 quarters since.
  • Family Legacy Inc's Chevron position peaked at $3.36M in Q3 2019.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.