BankPlus Trust Department’s Chevron CVX Stock Holding History

BankPlus Trust Department’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	$1.82M	Buy	10,974 +900	+9%	+$168K	0.43%	55
2026 Q1	$2.08M	Buy	10,074 +7,828	+349%	+$1.43M	0.56%	44
2025 Q4	$342K	Hold	2,246	–	–	0.09%	133
2025 Q3	$349K	Buy	2,246 +22	+1%	+$3.41K	0.09%	131
2025 Q2	$318K	Sell	2,224 -148	-6%	-$20.9K	0.09%	128
2025 Q1	$397K	Sell	2,372 -121	-5%	-$18.9K	0.13%	110
2024 Q4	$361K	Buy	+2,493	New	+$382K	0.12%	116

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

BankPlus Trust Department's CVX Position: Q2 2026 in Review

BankPlus Trust Department increased its Chevron (CVX) stake by 8.9% in Q2 2026, buying an estimated $168K and bringing the position to 10,974 shares worth $1.82M. The position accounts for 0.43% of the portfolio, ranked #55.

BankPlus Trust Department first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BankPlus Trust Department held 10,974 shares of Chevron worth $1.82M as of Q2 2026.
BankPlus Trust Department bought 900 Chevron shares in Q2 2026, an estimated $168K.
Chevron made up 0.43% of BankPlus Trust Department's portfolio in Q2 2026, its #55 holding.
BankPlus Trust Department first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Chevron position peaked at $2.08M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.