Family Management’s Chevron CVX Stock Holding History

Family Management’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	$806K	Buy	3,896 +1,033	+36%	+$188K	0.1%	119
2025 Q4	$436K	Buy	2,863 +401	+16%	+$61.1K	0.06%	148
2025 Q3	$382K	Buy	+2,462	New	+$381K	0.05%	142
2024 Q2	–	Sell	-29,171	Closed	-$4.6M	–	183
2024 Q1	$4.6M	Buy	29,171 +6,184	+27%	+$933K	0.85%	29
2023 Q4	$3.43M	Buy	22,987 +6,412	+39%	+$970K	0.71%	33
2023 Q3	$2.79M	Buy	16,575 +122	+0.7%	+$19.7K	0.63%	36
2023 Q2	$2.59M	Sell	16,453 -612	-4%	-$98.1K	0.57%	40
2023 Q1	$2.78M	Sell	17,065 -758	-4%	-$127K	0.64%	38
2022 Q4	$3.2M	Sell	17,823 -475	-3%	-$82.9K	0.78%	34
2022 Q3	$2.63M	Sell	18,298 -180	-1%	-$27.5K	0.68%	42
2022 Q2	$2.67M	Buy	18,478 +14,944	+423%	+$2.47M	0.72%	45
2022 Q1	$575K	Buy	3,534 +181	+5%	+$26K	0.16%	89
2021 Q4	$393K	Sell	3,353 -98	-3%	-$11.1K	0.1%	122
2021 Q3	$350K	Sell	3,451 -2,641	-43%	-$263K	0.1%	125
2021 Q2	$638K	Buy	6,092 +1,011	+20%	+$107K	0.17%	90
2021 Q1	$532K	Sell	5,081 -600	-11%	-$58.6K	0.17%	87
2020 Q4	$480K	Buy	+5,681	New	+$460K	0.16%	92
2020 Q3	–	Sell	-6,475	Closed	-$578K	–	135
2020 Q2	$578K	Buy	6,475 +796	+14%	+$71.3K	0.24%	81
2020 Q1	$412K	Sell	5,679 -558	-9%	-$55.1K	0.21%	82
2019 Q4	$752K	Buy	6,237 +960	+18%	+$113K	0.26%	73
2019 Q3	$626K	Buy	5,277 +293	+6%	+$35.6K	0.23%	74
2019 Q2	$620K	Buy	4,984 +704	+16%	+$85.1K	0.24%	76
2019 Q1	$527K	Buy	4,280 +347	+9%	+$41.1K	0.23%	78
2018 Q4	$428K	Hold	3,933	–	–	0.18%	82
2018 Q3	$481K	Hold	3,933	–	–	0.28%	46
2018 Q2	$497K	Hold	3,933	–	–	0.31%	51
2018 Q1	$449K	Hold	3,933	–	–	0.34%	41
2017 Q4	$492K	Sell	3,933 -87	-2%	-$10.3K	0.34%	41
2017 Q3	$472K	Hold	4,020	–	–	0.32%	42
2017 Q2	$419K	Hold	4,020	–	–	0.29%	40
2017 Q1	$432K	Hold	4,020	–	–	0.3%	39
2016 Q4	$473K	Hold	4,020	–	–	0.32%	40
2016 Q3	$414K	Hold	4,020	–	–	0.23%	52
2016 Q2	$421K	Sell	4,020 -120	-3%	-$12.1K	0.24%	53
2016 Q1	$395K	Hold	4,140	–	–	0.26%	43
2015 Q4	$372K	Sell	4,140 -270	-6%	-$24.3K	0.19%	56
2015 Q3	$348K	Hold	4,410	–	–	0.15%	71
2015 Q2	$425K	Hold	4,410	–	–	0.18%	63
2015 Q1	$463K	Hold	4,410	–	–	0.21%	58
2014 Q4	$495K	Hold	4,410	–	–	0.22%	60
2014 Q3	$526K	Hold	4,410	–	–	0.24%	55
2014 Q2	$576K	Buy	4,410 +100	+2%	+$12.4K	0.28%	52
2014 Q1	$513K	Hold	4,310	–	–	0.27%	49
2013 Q4	$538K	Sell	4,310 -250	-5%	-$30.2K	0.31%	46
2013 Q3	$554K	Hold	4,560	–	–	0.36%	47
2013 Q2	$540K	Buy	+4,560	New	+$551K	0.33%	52

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Family Management's CVX Position: Q1 2026 in Review

Family Management increased its Chevron (CVX) stake by 36% in Q1 2026, buying an estimated $188K and bringing the position to 3,896 shares worth $806K. The position accounts for 0.1% of the portfolio, ranked #119.

Family Management first reported a position in CVX in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.6M in Q1 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Family Management held 3,896 shares of Chevron worth $806K as of Q1 2026.
Family Management bought 1,033 Chevron shares in Q1 2026, an estimated $188K.
Chevron made up 0.1% of Family Management's portfolio in Q1 2026, its #119 holding.
Family Management first reported a position in Chevron in Q2 2013 and has held it in 46 quarters since.
Family Management's Chevron position peaked at $4.6M in Q1 2024.
4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.