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Stokes Family Office’s Chevron CVX Stock Holding History

Stokes 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
Q1 		$12.9M Sell
62,319
-3,646
-6% -$665K 1.33% 15
2025
Q4 		$10.1M Sell
65,965
-110
-0.2% -$16.8K 0.92% 34
2025
Q3 		$10.3M Buy
66,075
+210
+0.3% +$32.5K 0.97% 30
2025
Q2 		$9.43M Buy
65,865
+6,341
+11% +$894K 0.99% 30
2025
Q1 		$9.96M Buy
59,524
+583
+1% +$91.3K 1.12% 23
2024
Q4 		$8.54M Sell
58,941
-316
-0.5% -$48.4K 0.91% 23
2024
Q3 		$8.73M Buy
59,257
+512
+0.9% +$76.2K 0.95% 25
2024
Q2 		$9.19M Buy
58,745
+2,013
+4% +$321K 1.08% 23
2024
Q1 		$8.95M Buy
56,732
+958
+2% +$145K 1.12% 22
2023
Q4 		$8.32M Sell
55,774
-6,437
-10% -$974K 1.12% 20
2023
Q3 		$10.5M Buy
62,211
+614
+1% +$99.2K 1.23% 15
2023
Q2 		$9.69M Sell
61,597
-160
-0.3% -$25.7K 1.12% 18
2023
Q1 		$10.1M Sell
61,757
-354
-0.6% -$59.4K 1.26% 15
2022
Q4 		$11.1M Buy
62,111
+681
+1% +$119K 1.43% 15
2022
Q3 		$8.83M Buy
61,430
+3,255
+6% +$496K 1.26% 16
2022
Q2 		$8.42M Buy
58,175
+428
+0.7% +$70.7K 1.15% 20
2022
Q1 		$9.4M Buy
57,747
+87
+0.2% +$12.5K 1.25% 20
2021
Q4 		$6.77M Buy
57,660
+1,731
+3% +$197K 0.84% 31
2021
Q3 		$5.67M Buy
55,929
+424
+0.8% +$42.3K 0.79% 33
2021
Q2 		$5.81M Buy
55,505
+320
+0.6% +$33.8K 0.82% 30
2021
Q1 		$5.78M Sell
55,185
-1,065
-2% -$104K 0.9% 26
2020
Q4 		$4.75M Buy
56,250
+3,829
+7% +$310K 0.94% 26
2020
Q3 		$3.77M Sell
52,421
-14,583
-22% -$1.23M 0.86% 30
2020
Q2 		$5.98M Buy
67,004
+2,264
+3% +$203K 1.51% 15
2020
Q1 		$4.69M Sell
64,740
-3,977
-6% -$393K 1.25% 20
2019
Q4 		$8.28M Buy
+68,717
New +$8.09M 1.84% 14

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

Stokes Family Office's CVX Position: Q1 2026 in Review

Stokes Family Office reduced its Chevron (CVX) stake by 5.5% in Q1 2026, selling an estimated $665K and leaving 62,319 shares worth $12.9M. The position accounts for 1.33% of the portfolio, ranked #15.

Stokes Family Office first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Stokes Family Office held 62,319 shares of Chevron worth $12.9M as of Q1 2026.
  • Stokes Family Office sold 3,646 Chevron shares in Q1 2026, an estimated $665K.
  • Chevron made up 1.33% of Stokes Family Office's portfolio in Q1 2026, its #15 holding.
  • Stokes Family Office first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.