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Avalon Trust’s Chevron CVX Stock Holding History

Avalon 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 		$202K Sell
1,218
-67
-5% -$12.5K 0.01% 149
2026
Q1 		$266K Buy
1,285
+800
+165% +$146K 0.02% 133
2025
Q4 		$73.9K Sell
485
-717
-60% -$109K ﹤0.01% 238
2025
Q3 		$187K Buy
1,202
+344
+40% +$53.3K 0.01% 169
2025
Q2 		$123K Sell
858
-85
-9% -$12K 0.01% 177
2025
Q1 		$158K Buy
943
+195
+26% +$30.5K 0.01% 147
2024
Q4 		$108K Buy
748
+365
+95% +$55.9K 0.01% 160
2024
Q3 		$56.4K Hold
383
– – ﹤0.01% 206
2024
Q2 		$60K Sell
383
-1,000
-72% -$159K ﹤0.01% 197
2024
Q1 		$218K Sell
1,383
-5
-0.4% -$755 0.02% 127
2023
Q4 		$207K Buy
1,388
+5
+0.4% +$756 0.02% 120
2023
Q3 		$233K Sell
1,383
-75
-5% -$12.1K 0.02% 109
2023
Q2 		$229K Sell
1,458
-200
-12% -$32.1K 0.02% 118
2023
Q1 		$271K Buy
+1,658
New +$278K 0.03% 105

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

Avalon Trust's CVX Position: Q2 2026 in Review

Avalon Trust reduced its Chevron (CVX) stake by 5.2% in Q2 2026, selling an estimated $12.5K and leaving 1,218 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #149.

Avalon Trust first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $271K in Q1 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avalon Trust held 1,218 shares of Chevron worth $202K as of Q2 2026.
  • Avalon Trust sold 67 Chevron shares in Q2 2026, an estimated $12.5K.
  • Chevron made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #149 holding.
  • Avalon Trust first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Chevron position peaked at $271K in Q1 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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