FFWA
CVX icon

FRG Family Wealth Advisors’s Chevron CVX Stock Holding History

FRG Family Wealth Advisors’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 		$1.53M Sell
7,403
-340
-4% -$62K 0.25% 68
2025
Q4 		$1.18M Sell
7,743
-294
-4% -$44.8K 0.18% 83
2025
Q3 		$1.25M Sell
8,037
-630
-7% -$97.6K 0.2% 74
2025
Q2 		$1.24M Hold
8,667
– – 0.22% 74
2025
Q1 		$1.45M Sell
8,667
-980
-10% -$153K 0.28% 57
2024
Q4 		$1.4M Hold
9,647
– – 0.25% 60
2024
Q3 		$1.42M Hold
9,647
– – 0.25% 62
2024
Q2 		$1.38M Sell
9,647
-164
-2% -$26.2K 0.27% 59
2024
Q1 		$1.58M Buy
9,811
+165
+2% +$24.9K 0.31% 53
2023
Q4 		$1.44M Sell
9,646
-57
-0.6% -$8.62K 0.29% 56
2023
Q3 		$1.64M Sell
9,703
-358
-4% -$57.8K 0.37% 50
2023
Q2 		$1.58M Buy
10,061
+177
+2% +$28.4K 0.35% 52
2023
Q1 		$1.61M Buy
9,884
+250
+3% +$41.9K 0.37% 52
2022
Q4 		$1.73M Buy
9,634
+25
+0.3% +$4.36K 0.41% 45
2022
Q3 		$1.38M Buy
9,609
+1,165
+14% +$178K 0.34% 54
2022
Q2 		$1.22M Buy
8,444
+460
+6% +$76K 0.28% 63
2022
Q1 		$1.3M Buy
7,984
+200
+3% +$28.7K 0.25% 61
2021
Q4 		$913K Buy
7,784
+417
+6% +$47.4K 0.17% 79
2021
Q3 		$747K Sell
7,367
-628
-8% -$62.6K 0.15% 87
2021
Q2 		$837K Hold
7,995
– – 0.16% 87
2021
Q1 		$838K Buy
7,995
+75
+0.9% +$7.32K 0.17% 79
2020
Q4 		$669K Sell
7,920
-2,094
-21% -$170K 0.15% 86
2020
Q3 		$721K Sell
10,014
-110
-1% -$9.25K 0.18% 81
2020
Q2 		$903K Sell
10,124
-2,030
-17% -$182K 0.24% 72
2020
Q1 		$881K Sell
12,154
-2,400
-16% -$237K 0.27% 63
2019
Q4 		$1.75M Sell
14,554
-331
-2% -$39K 0.42% 53
2019
Q3 		$1.76M Sell
14,885
-2,435
-14% -$296K 0.46% 52
2019
Q2 		$2.15M Sell
17,320
-1,560
-8% -$189K 0.57% 48
2019
Q1 		$2.33M Sell
18,880
-411
-2% -$48.6K 0.66% 48
2018
Q4 		$2.1M Sell
19,291
-1,615
-8% -$187K 0.69% 45
2018
Q3 		$2.56M Sell
20,906
-5,025
-19% -$610K 0.7% 46
2018
Q2 		$3.28M Buy
25,931
+25
+0.1% +$3.1K 0.98% 27
2018
Q1 		$2.95M Sell
25,906
-212
-0.8% -$25.3K 0.98% 30
2017
Q4 		$3.27M Sell
26,118
-560
-2% -$66.4K 1.06% 26
2017
Q3 		$3.13M Sell
26,678
-459
-2% -$50.1K 1.08% 28
2017
Q2 		$2.83M Sell
27,137
-89
-0.3% -$9.43K 1.04% 31
2017
Q1 		$2.93M Buy
27,226
+245
+0.9% +$27.5K 1.14% 29
2016
Q4 		$3.18M Sell
26,981
-410
-1% -$44.6K 1.33% 23
2016
Q3 		$2.82M Hold
27,391
– – 1.27% 23
2016
Q2 		$2.87M Buy
27,391
+140
+0.5% +$14.1K 1.3% 22
2016
Q1 		$2.6M Sell
27,251
-1,129
-4% -$98.8K 1.26% 23
2015
Q4 		$2.55M Buy
+28,380
New +$2.56M 1.24% 24

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

FRG Family Wealth Advisors's CVX Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Chevron (CVX) stake by 4.4% in Q1 2026, selling an estimated $62K and leaving 7,403 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #68.

FRG Family Wealth Advisors first reported a position in CVX in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.28M in Q2 2018. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • FRG Family Wealth Advisors held 7,403 shares of Chevron worth $1.53M as of Q1 2026.
  • FRG Family Wealth Advisors sold 340 Chevron shares in Q1 2026, an estimated $62K.
  • Chevron made up 0.25% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • FRG Family Wealth Advisors first reported a position in Chevron in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Chevron position peaked at $3.28M in Q2 2018.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.