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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
Q2 		$1.48M Buy
8,929
+784
+10% +$146K 0.39% 74
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Family Legacy Inc's CVX Position: Q2 2026 in Review

Family Legacy Inc increased its Chevron (CVX) stake by 9.6% in Q2 2026, buying an estimated $146K and bringing the position to 8,929 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #74.

Family Legacy Inc first reported a position in CVX in Q1 2017 and has held it in 27 quarters since. The position peaked at $3.36M in Q3 2019. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Family Legacy Inc held 8,929 shares of Chevron worth $1.48M as of Q2 2026.
  • Family Legacy Inc bought 784 Chevron shares in Q2 2026, an estimated $146K.
  • Chevron made up 0.39% of Family Legacy Inc's portfolio in Q2 2026, its #74 holding.
  • Family Legacy Inc first reported a position in Chevron in Q1 2017 and has held it in 27 quarters since.
  • Family Legacy Inc's Chevron position peaked at $3.36M in Q3 2019.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.