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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
2022
Q4 		– Sell
-100
Closed -$14K – 176
2022
Q3 		$14K Hold
100
– – ﹤0.01% 150
2022
Q2 		$14K Buy
+100
New +$16.5K ﹤0.01% 163

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 $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.