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Arlington Trust’s Chevron CVX Stock Holding History

Arlington 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 		$640K Sell
3,864
-65
-2% -$12.1K 0.05% 54
2026
Q1 		$813K Buy
3,929
+470
+14% +$85.7K 0.07% 45
2025
Q4 		$527K Sell
3,459
-4,585
-57% -$698K 0.05% 47
2025
Q3 		$1.25M Sell
8,044
-250
-3% -$38.7K 0.22% 59
2025
Q2 		$1.19M Sell
8,294
-1,060
-11% -$149K 0.23% 57
2025
Q1 		$1.56M Sell
9,354
-248
-3% -$38.8K 0.33% 39
2024
Q4 		$1.39M Buy
9,602
+108
+1% +$16.5K 0.29% 43
2024
Q3 		$1.4M Hold
9,494
– – 0.3% 41
2024
Q2 		$1.49M Buy
9,494
+1,012
+12% +$161K 0.35% 36
2024
Q1 		$1.34M Sell
8,482
-35
-0.4% -$5.28K 0.34% 39
2023
Q4 		$1.27M Buy
+8,517
New +$1.29M 0.36% 40

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

Arlington Trust's CVX Position: Q2 2026 in Review

Arlington Trust reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $12.1K and leaving 3,864 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #54.

Arlington Trust first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Arlington Trust held 3,864 shares of Chevron worth $640K as of Q2 2026.
  • Arlington Trust sold 65 Chevron shares in Q2 2026, an estimated $12.1K.
  • Chevron made up 0.05% of Arlington Trust's portfolio in Q2 2026, its #54 holding.
  • Arlington Trust first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Chevron position peaked at $1.56M in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.