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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
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

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

American Trust's CVX Position: Q1 2026 in Review

American Trust opened a new position in Chevron (CVX) in Q1 2026: 1,247 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: American Trust previously reported a position in CVX as recently as Q3 2025.

American Trust first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $682K in Q2 2023. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • American Trust held 1,247 shares of Chevron worth $258K as of Q1 2026.
  • Chevron was a new American Trust position in Q1 2026.
  • Chevron made up 0.02% of American Trust's portfolio in Q1 2026, its #255 holding.
  • American Trust first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • American Trust's Chevron position peaked at $682K in Q2 2023.
  • 4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.