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
Q2 		$1.46M Buy
8,817
+2,354
+36% +$438K 0.51% 39
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

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

QTR Family Wealth's CVX Position: Q2 2026 in Review

QTR Family Wealth increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $438K and bringing the position to 8,817 shares worth $1.46M. The position accounts for 0.51% of the portfolio, ranked #39.

QTR Family Wealth first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • QTR Family Wealth held 8,817 shares of Chevron worth $1.46M as of Q2 2026.
  • QTR Family Wealth bought 2,354 Chevron shares in Q2 2026, an estimated $438K.
  • Chevron made up 0.51% of QTR Family Wealth's portfolio in Q2 2026, its #39 holding.
  • QTR Family Wealth first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.