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BTC Capital Management’s Chevron CVX Stock Holding History

BTC Capital Management’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 		$360K Sell
2,174
-741
-25% -$138K 0.02% 191
2026
Q1 		$603K Buy
2,915
+627
+27% +$114K 0.04% 165
2025
Q4 		$349K Buy
2,288
+583
+34% +$88.8K 0.02% 187
2025
Q3 		$265K Hold
1,705
– – 0.02% 194
2025
Q2 		$244K Sell
1,705
-14
-0.8% -$1.97K 0.02% 193
2025
Q1 		$288K Sell
1,719
-202
-11% -$31.6K 0.03% 193
2024
Q4 		$278K Sell
1,921
-3,625
-65% -$555K 0.03% 190
2024
Q3 		$817K Sell
5,546
-62,689
-92% -$9.33M 0.07% 142
2024
Q2 		$10.7M Sell
68,235
-2,001
-3% -$319K 0.99% 26
2024
Q1 		$11.1M Buy
+70,236
New +$10.6M 1.01% 28
2023
Q3 		$10.8M Sell
63,945
-1,041
-2% -$168K 1.24% 20
2023
Q2 		$10.2M Sell
64,986
-2,798
-4% -$449K 1.1% 20
2023
Q1 		$11.1M Sell
67,784
-18,773
-22% -$3.15M 1.27% 21
2022
Q4 		$15.5M Buy
86,557
+680
+0.8% +$119K 1.87% 6
2022
Q3 		$12.3M Buy
85,877
+5,830
+7% +$889K 1.61% 12
2022
Q2 		$11.6M Sell
80,047
-4,567
-5% -$755K 1.42% 13
2022
Q1 		$13.8M Sell
84,614
-15,581
-16% -$2.23M 1.36% 19
2021
Q4 		$11.8M Buy
100,195
+980
+1% +$111K 1.16% 22
2021
Q3 		$10.1M Buy
99,215
+1,778
+2% +$177K 1.13% 24
2021
Q2 		$10.2M Sell
97,437
-3,731
-4% -$394K 1.16% 24
2021
Q1 		$10.6M Sell
101,168
-5,711
-5% -$558K 1.18% 26
2020
Q4 		$9.03M Sell
106,879
-1,799
-2% -$146K 1.08% 27
2020
Q3 		$7.82M Buy
108,678
+6,893
+7% +$580K 1.09% 28
2020
Q2 		$9.08M Buy
101,785
+15,614
+18% +$1.4M 1.39% 16
2020
Q1 		$6.24M Sell
86,171
-512
-0.6% -$50.6K 1.19% 24
2019
Q4 		$10.4M Buy
86,683
+2,551
+3% +$300K 1.49% 13
2019
Q3 		$9.98M Buy
84,132
+9,796
+13% +$1.19M 1.59% 10
2019
Q2 		$9.24M Sell
74,336
-4,608
-6% -$557K 1.5% 12
2019
Q1 		$9.72M Buy
78,944
+181
+0.2% +$21.4K 1.55% 13
2018
Q4 		$8.56M Buy
78,763
+709
+0.9% +$82.1K 1.53% 14
2018
Q3 		$9.54M Sell
78,054
-4,362
-5% -$529K 1.63% 12
2018
Q2 		$10.4M Sell
82,416
-7,383
-8% -$916K 2.46% 3
2018
Q1 		$10.2M Buy
89,799
+1,231
+1% +$147K 1.68% 10
2017
Q4 		$11.1M Buy
88,568
+734
+0.8% +$87K 1.91% 7
2017
Q3 		$10.3M Sell
87,834
-1,644
-2% -$179K 1.85% 8
2017
Q2 		$9.34M Sell
89,478
-374
-0.4% -$39.6K 1.69% 10
2017
Q1 		$9.65M Buy
89,852
+574
+0.6% +$64.4K 1.8% 8
2016
Q4 		$10.5M Sell
89,278
-7,019
-7% -$764K 2.08% 7
2016
Q3 		$9.92M Buy
96,297
+8,030
+9% +$820K 2.07% 8
2016
Q2 		$9.25M Buy
88,267
+6,228
+8% +$626K 2% 6
2016
Q1 		$7.82M Buy
82,039
+47,461
+137% +$4.15M 1.8% 7
2015
Q4 		$3.11M Buy
34,578
+2,267
+7% +$204K 0.73% 51
2015
Q3 		$2.55M Buy
32,311
+8,557
+36% +$720K 0.61% 64
2015
Q2 		$2.29M Sell
23,754
-1,254
-5% -$132K 0.53% 78
2015
Q1 		$2.63M Sell
25,008
-1,237
-5% -$132K 0.6% 61
2014
Q4 		$2.95M Sell
26,245
-1,867
-7% -$212K 0.73% 48
2014
Q3 		$3.35M Buy
+28,112
New +$3.59M 0.85% 38

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTC Capital Management's CVX Position: Q2 2026 in Review

BTC Capital Management reduced its Chevron (CVX) stake by 25% in Q2 2026, selling an estimated $138K and leaving 2,174 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #191.

BTC Capital Management first reported a position in CVX in Q3 2014 and has held it in 47 quarters since. The position peaked at $15.5M in Q4 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • BTC Capital Management held 2,174 shares of Chevron worth $360K as of Q2 2026.
  • BTC Capital Management sold 741 Chevron shares in Q2 2026, an estimated $138K.
  • Chevron made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #191 holding.
  • BTC Capital Management first reported a position in Chevron in Q3 2014 and has held it in 47 quarters since.
  • BTC Capital Management's Chevron position peaked at $15.5M in Q4 2022.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.