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Arbor Trust Wealth Advisors’s Chevron CVX Stock Holding History

Arbor Trust Wealth Advisors’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 		$2.25M Sell
13,577
-324
-2% -$60.3K 0.91% 36
2026
Q1 		$2.88M Buy
13,901
+136
+1% +$24.8K 1.26% 30
2025
Q4 		$2.1M Sell
13,765
-309
-2% -$47.1K 0.92% 33
2025
Q3 		$2.19M Buy
14,074
+778
+6% +$120K 0.98% 32
2025
Q2 		$1.9M Sell
13,296
-2,119
-14% -$299K 0.93% 33
2025
Q1 		$2.58M Buy
15,415
+457
+3% +$71.5K 1.21% 29
2024
Q4 		$2.17M Sell
14,958
-402
-3% -$61.5K 1.02% 34
2024
Q3 		$2.4M Hold
15,360
– – 1.26% 27
2024
Q2 		$2.4M Sell
15,360
-63
-0.4% -$10K 1.26% 27
2024
Q1 		$2.51M Buy
15,423
+321
+2% +$48.4K 1.38% 25
2023
Q4 		$2.25M Buy
15,102
+665
+5% +$101K 1.34% 25
2023
Q3 		$2.43M Sell
14,437
-626
-4% -$101K 1.6% 19
2023
Q2 		$2.37M Buy
15,063
+244
+2% +$39.1K 1.51% 24
2023
Q1 		$2.42M Buy
14,819
+70
+0.5% +$11.7K 1.59% 22
2022
Q4 		$2.65M Buy
14,749
+5
+0% +$873 1.83% 17
2022
Q3 		$2.12M Sell
14,744
-538
-4% -$82K 1.61% 23
2022
Q2 		$2.21M Buy
15,282
+662
+5% +$109K 1.54% 23
2022
Q1 		$2.38M Buy
14,620
+1,695
+13% +$243K 1.43% 23
2021
Q4 		$1.52M Buy
12,925
+187
+1% +$21.2K 0.87% 36
2021
Q3 		$1.29M Sell
12,738
-137
-1% -$13.7K 0.81% 40
2021
Q2 		$1.35M Sell
12,875
-100
-0.8% -$10.6K 0.85% 40
2021
Q1 		$1.36M Buy
12,975
+190
+1% +$18.6K 0.91% 37
2020
Q4 		$1.08M Buy
12,785
+1,442
+13% +$117K 0.78% 39
2020
Q3 		$817K Buy
11,343
+845
+8% +$71.1K 0.71% 38
2020
Q2 		$937K Sell
10,498
-150
-1% -$13.4K 0.85% 36
2020
Q1 		$772K Sell
10,648
-3
-0% -$296 0.82% 37
2019
Q4 		$1.28M Buy
+10,651
New +$1.25M 1.1% 33

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Arbor Trust Wealth Advisors's CVX Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $60.3K and leaving 13,577 shares worth $2.25M. The position accounts for 0.91% of the portfolio, ranked #36.

Arbor Trust Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Arbor Trust Wealth Advisors held 13,577 shares of Chevron worth $2.25M as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 324 Chevron shares in Q2 2026, an estimated $60.3K.
  • Chevron made up 0.91% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Arbor Trust Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's Chevron position peaked at $2.88M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.