HFO
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Heritage Family Offices’s Chevron CVX Stock Holding History

Heritage Family Offices’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 		$332K Sell
2,001
-454
-18% -$84.5K 0.13% 135
2026
Q1 		$508K Buy
+2,455
New +$448K 0.23% 103

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

Heritage Family Offices's CVX Position: Q2 2026 in Review

Heritage Family Offices reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $84.5K and leaving 2,001 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #135.

Heritage Family Offices first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $508K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heritage Family Offices held 2,001 shares of Chevron worth $332K as of Q2 2026.
  • Heritage Family Offices sold 454 Chevron shares in Q2 2026, an estimated $84.5K.
  • Chevron made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #135 holding.
  • Heritage Family Offices first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Heritage Family Offices's Chevron position peaked at $508K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.