SFO
CVX icon

Stenger Family Office’s Chevron CVX Stock Holding History

Stenger Family Office’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 		$1.7M Buy
10,251
+1,884
+23% +$351K 0.27% 69
2026
Q1 		$1.73M Sell
8,367
-38
-0.5% -$6.93K 0.31% 63
2025
Q4 		$1.28M Sell
8,405
-17,587
-68% -$2.68M 0.26% 65
2025
Q3 		$4.04M Buy
25,992
+88
+0.3% +$13.6K 0.83% 36
2025
Q2 		$3.98M Buy
+25,904
New +$3.65M 1.02% 26

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Stenger Family Office's CVX Position: Q2 2026 in Review

Stenger Family Office increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $351K and bringing the position to 10,251 shares worth $1.7M. The position accounts for 0.27% of the portfolio, ranked #69.

Stenger Family Office first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.04M in Q3 2025. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stenger Family Office held 10,251 shares of Chevron worth $1.7M as of Q2 2026.
  • Stenger Family Office bought 1,884 Chevron shares in Q2 2026, an estimated $351K.
  • Chevron made up 0.27% of Stenger Family Office's portfolio in Q2 2026, its #69 holding.
  • Stenger Family Office first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Stenger Family Office's Chevron position peaked at $4.04M in Q3 2025.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.