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Berkshire Bank’s Chevron CVX Stock Holding History

Berkshire Bank’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 		$2.37M Sell
14,309
-790
-5% -$147K 0.46% 45
2026
Q1 		$3.12M Buy
15,099
+709
+5% +$129K 0.64% 37
2025
Q4 		$2.19M Sell
14,390
-824
-5% -$125K 0.45% 48
2025
Q3 		$2.36M Sell
15,214
-733
-5% -$114K 0.51% 42
2025
Q2 		$2.28M Sell
15,947
-186
-1% -$26.2K 0.52% 46
2025
Q1 		$2.7M Sell
16,133
-148
-0.9% -$23.2K 0.66% 40
2024
Q4 		$2.36M Buy
16,281
+7
+0% +$1.07K 0.55% 45
2024
Q3 		$2.4M Buy
16,274
+832
+5% +$124K 0.56% 41
2024
Q2 		$2.42M Sell
15,442
-514
-3% -$82K 0.61% 39
2024
Q1 		$2.52M Sell
15,956
-1,095
-6% -$165K 0.63% 41
2023
Q4 		$2.54M Sell
17,051
-979
-5% -$148K 0.67% 38
2023
Q3 		$3.04M Sell
18,030
-280
-2% -$45.2K 0.88% 31
2023
Q2 		$2.88M Sell
18,310
-164
-0.9% -$26.3K 0.8% 34
2023
Q1 		$3.01M Buy
18,474
+15
+0.1% +$2.52K 0.9% 30
2022
Q4 		$3.31M Sell
18,459
-333
-2% -$58.1K 1.01% 29
2022
Q3 		$2.7M Buy
18,792
+143
+0.8% +$21.8K 0.83% 35
2022
Q2 		$2.7M Sell
18,649
-1
-0% -$165 0.79% 37
2022
Q1 		$3.04M Buy
18,650
+381
+2% +$54.6K 0.72% 38
2021
Q4 		$2.14M Buy
18,269
+1,204
+7% +$137K 0.47% 48
2021
Q3 		$1.73M Buy
17,065
+561
+3% +$56K 0.42% 51
2021
Q2 		$1.73M Buy
16,504
+2,213
+15% +$234K 0.42% 53
2021
Q1 		$1.5M Buy
14,291
+131
+0.9% +$12.8K 0.38% 54
2020
Q4 		$1.2M Buy
14,160
+534
+4% +$43.2K 0.3% 59
2020
Q3 		$981K Buy
+13,626
New +$1.15M 0.26% 69

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Berkshire Bank's CVX Position: Q2 2026 in Review

Berkshire Bank reduced its Chevron (CVX) stake by 5.2% in Q2 2026, selling an estimated $147K and leaving 14,309 shares worth $2.37M. The position accounts for 0.46% of the portfolio, ranked #45.

Berkshire Bank first reported a position in CVX in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.31M in Q4 2022. 2,160 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Berkshire Bank held 14,309 shares of Chevron worth $2.37M as of Q2 2026.
  • Berkshire Bank sold 790 Chevron shares in Q2 2026, an estimated $147K.
  • Chevron made up 0.46% of Berkshire Bank's portfolio in Q2 2026, its #45 holding.
  • Berkshire Bank first reported a position in Chevron in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Chevron position peaked at $3.31M in Q4 2022.
  • 2,160 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.