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Cetera Trust Company’s Chevron CVX Stock Holding History

Cetera Trust Company’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
Q1 		$308K Sell
1,487
-6,643
-82% -$1.21M 0.17% 116
2025
Q4 		$1.24M Sell
8,130
-976
-11% -$149K 0.66% 38
2025
Q3 		$1.41M Hold
9,106
– – 0.79% 36
2025
Q2 		$1.3M Hold
9,106
– – 0.78% 37
2025
Q1 		$1.52M Buy
9,106
+1,275
+16% +$200K 0.97% 31
2024
Q4 		$1.13M Buy
7,831
+585
+8% +$89.5K 0.74% 36
2024
Q3 		$1.07M Hold
7,246
– – 0.65% 40
2024
Q2 		$1.13M Sell
7,246
-648
-8% -$103K 0.71% 38
2024
Q1 		$1.25M Buy
7,894
+525
+7% +$79.2K 0.75% 40
2023
Q4 		$1.1M Buy
+7,369
New +$1.11M 0.69% 41

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cetera Trust Company's CVX Position: Q1 2026 in Review

Cetera Trust Company reduced its Chevron (CVX) stake by 82% in Q1 2026, selling an estimated $1.21M and leaving 1,487 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #116.

Cetera Trust Company first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cetera Trust Company held 1,487 shares of Chevron worth $308K as of Q1 2026.
  • Cetera Trust Company sold 6,643 Chevron shares in Q1 2026, an estimated $1.21M.
  • Chevron made up 0.17% of Cetera Trust Company's portfolio in Q1 2026, its #116 holding.
  • Cetera Trust Company first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Chevron position peaked at $1.52M in Q1 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.