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Michels Family Financial’s Chevron CVX Stock Holding History

Michels Family Financial’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 		$1.86M Buy
11,217
+52
+0.5% +$9.68K 1.19% 18
2026
Q1 		$2.31M Buy
11,165
+102
+0.9% +$18.6K 1.67% 11
2025
Q4 		$1.69M Buy
11,063
+68
+0.6% +$10.4K 1.24% 17
2025
Q3 		$1.71M Sell
10,995
-20
-0.2% -$3.1K 1.33% 17
2025
Q2 		$1.58M Buy
11,015
+30
+0.3% +$4.23K 1.34% 18
2025
Q1 		$1.84M Buy
10,985
+77
+0.7% +$12.1K 1.66% 13
2024
Q4 		$1.58M Buy
+10,908
New +$1.67M 1.45% 15

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Michels Family Financial's CVX Position: Q2 2026 in Review

Michels Family Financial increased its Chevron (CVX) stake by 0.47% in Q2 2026, buying an estimated $9.68K and bringing the position to 11,217 shares worth $1.86M. The position accounts for 1.19% of the portfolio, ranked #18.

Michels Family Financial first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Michels Family Financial held 11,217 shares of Chevron worth $1.86M as of Q2 2026.
  • Michels Family Financial bought 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 1.19% of Michels Family Financial's portfolio in Q2 2026, its #18 holding.
  • Michels Family Financial first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Michels Family Financial's Chevron position peaked at $2.31M in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.