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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
Q2 		$899K Buy
5,421
+131
+2% +$24.4K 0.28% 103
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

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

Tred Avon Family Wealth's CVX Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $24.4K and bringing the position to 5,421 shares worth $899K. The position accounts for 0.28% of the portfolio, ranked #103.

Tred Avon Family Wealth first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tred Avon Family Wealth held 5,421 shares of Chevron worth $899K as of Q2 2026.
  • Tred Avon Family Wealth bought 131 Chevron shares in Q2 2026, an estimated $24.4K.
  • Chevron made up 0.28% of Tred Avon Family Wealth's portfolio in Q2 2026, its #103 holding.
  • Tred Avon Family Wealth first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Chevron position peaked at $1.09M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.