AT
CVX icon

American Trust’s Chevron CVX Stock Holding History

American Trust’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 		$281K Buy
1,696
+449
+36% +$83.6K 0.02% 252
2026
Q1 		$258K Buy
+1,247
New +$227K 0.02% 255
2025
Q4 		– Sell
-1,676
Closed -$260K – 332
2025
Q3 		$260K Sell
1,676
-870
-34% -$135K 0.02% 262
2025
Q2 		$365K Buy
2,546
+821
+48% +$116K 0.03% 191
2025
Q1 		$289K Sell
1,725
-955
-36% -$150K 0.07% 104
2024
Q4 		$388K Sell
2,680
-254
-9% -$38.9K 0.03% 194
2024
Q3 		$432K Sell
2,934
-132
-4% -$19.6K 0.04% 142
2024
Q2 		$480K Sell
3,066
-502
-14% -$80K 0.04% 127
2024
Q1 		$563K Sell
3,568
-634
-15% -$95.7K 0.05% 134
2023
Q4 		$627K Buy
4,202
+1,107
+36% +$167K 0.05% 123
2023
Q3 		$522K Sell
3,095
-1,238
-29% -$200K 0.04% 150
2023
Q2 		$682K Buy
4,333
+1,250
+41% +$200K 0.05% 175
2023
Q1 		$503K Buy
3,083
+131
+4% +$22K 0.03% 211
2022
Q4 		$530K Buy
2,952
+437
+17% +$76.3K 0.05% 203
2022
Q3 		$361K Sell
2,515
-60
-2% -$9.15K 0.03% 264
2022
Q2 		$373K Sell
2,575
-430
-14% -$71.1K 0.03% 271
2022
Q1 		$490K Buy
+3,005
New +$431K 0.03% 249

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

American Trust's CVX Position: Q2 2026 in Review

American Trust increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $83.6K and bringing the position to 1,696 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #252.

American Trust first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $682K in Q2 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • American Trust held 1,696 shares of Chevron worth $281K as of Q2 2026.
  • American Trust bought 449 Chevron shares in Q2 2026, an estimated $83.6K.
  • Chevron made up 0.02% of American Trust's portfolio in Q2 2026, its #252 holding.
  • American Trust first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • American Trust's Chevron position peaked at $682K in Q2 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.