QFW
CVX icon

QTR Family Wealth’s Chevron CVX Stock Holding History

QTR Family Wealth’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 		$1.21M Buy
6,463
+42
+0.7% +$7.66K 0.5% 43
2025
Q4 		$1.17M Sell
6,421
-262
-4% -$39.9K 0.52% 40
2025
Q3 		$1.04M Buy
6,683
+1,089
+19% +$169K 0.49% 39
2025
Q2 		$801K Buy
5,594
+1,169
+26% +$165K 0.5% 45
2025
Q1 		$740K Buy
+4,425
New +$693K 0.56% 43

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

QTR Family Wealth's CVX Position: Q1 2026 in Review

QTR Family Wealth increased its Chevron (CVX) stake by 0.65% in Q1 2026, buying an estimated $7.66K and bringing the position to 6,463 shares worth $1.21M. The position accounts for 0.5% of the portfolio, ranked #43.

QTR Family Wealth first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • QTR Family Wealth held 6,463 shares of Chevron worth $1.21M as of Q1 2026.
  • QTR Family Wealth bought 42 Chevron shares in Q1 2026, an estimated $7.66K.
  • Chevron made up 0.5% of QTR Family Wealth's portfolio in Q1 2026, its #43 holding.
  • QTR Family Wealth first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.