TAFW
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Tred Avon Family Wealth’s Chevron CVX Stock Holding History

Tred Avon 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 		$1.09M Buy
5,290
+399
+8% +$72.8K 0.36% 75
2025
Q4 		$746K Buy
4,891
+31
+0.6% +$4.72K 0.24% 119
2025
Q3 		$755K Buy
+4,860
New +$753K 0.26% 110

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 $336B AUM 34.66% 1-Year Est. Return

Tred Avon Family Wealth's CVX Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Chevron (CVX) stake by 8.2% in Q1 2026, buying an estimated $72.8K and bringing the position to 5,290 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #75.

Tred Avon Family Wealth first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Tred Avon Family Wealth held 5,290 shares of Chevron worth $1.09M as of Q1 2026.
  • Tred Avon Family Wealth bought 399 Chevron shares in Q1 2026, an estimated $72.8K.
  • Chevron made up 0.36% of Tred Avon Family Wealth's portfolio in Q1 2026, its #75 holding.
  • Tred Avon Family Wealth first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.