Chevy Chase Trust’s Chevron CVX Stock Holding History

Chevy Chase 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 Q1	$195M	Sell	941,593 -36,942	-4%	-$6.74M	0.56%	23
2025 Q4	$149M	Sell	978,535 -22,425	-2%	-$3.42M	0.4%	41
2025 Q3	$155M	Buy	1,000,960 +127,686	+15%	+$19.8M	0.43%	35
2025 Q2	$125M	Sell	873,274 -19,709	-2%	-$2.78M	0.36%	46
2025 Q1	$149M	Sell	892,983 -1,467	-0.2%	-$230K	0.48%	32
2024 Q4	$130M	Sell	894,450 -35,054	-4%	-$5.37M	0.39%	43
2024 Q3	$137M	Sell	929,504 -23,505	-2%	-$3.5M	0.42%	44
2024 Q2	$149M	Sell	953,009 -24,867	-3%	-$3.97M	0.48%	37
2024 Q1	$154M	Sell	977,876 -25,588	-3%	-$3.86M	0.5%	35
2023 Q4	$150M	Sell	1,003,464 -15,695	-2%	-$2.37M	0.54%	33
2023 Q3	$172M	Sell	1,019,159 -4,418	-0.4%	-$714K	0.68%	25
2023 Q2	$161M	Sell	1,023,577 -34,619	-3%	-$5.55M	0.6%	28
2023 Q1	$173M	Buy	1,058,196 +5,990	+0.6%	+$1M	0.68%	26
2022 Q4	$189M	Sell	1,052,206 -74,077	-7%	-$12.9M	0.8%	20
2022 Q3	$162M	Sell	1,126,283 -87,556	-7%	-$13.4M	0.69%	26
2022 Q2	$176M	Buy	1,213,839 +27,440	+2%	+$4.54M	0.73%	23
2022 Q1	$193M	Buy	1,186,399 +325	+0%	+$46.6K	0.67%	26
2021 Q4	$139M	Sell	1,186,074 -30,609	-3%	-$3.48M	0.45%	44
2021 Q3	$123M	Sell	1,216,683 -44,984	-4%	-$4.49M	0.43%	48
2021 Q2	$132M	Sell	1,261,667 -59,039	-4%	-$6.23M	0.45%	45
2021 Q1	$138M	Sell	1,320,706 -94,342	-7%	-$9.21M	0.49%	39
2020 Q4	$120M	Buy	1,415,048 +2,467	+0.2%	+$200K	0.43%	52
2020 Q3	$102M	Sell	1,412,581 -120,141	-8%	-$10.1M	0.4%	55
2020 Q2	$137M	Sell	1,532,722 -107,860	-7%	-$9.66M	0.55%	37
2020 Q1	$119M	Buy	1,640,582 +25,313	+2%	+$2.5M	0.55%	39
2019 Q4	$195M	Sell	1,615,269 -8,929	-0.5%	-$1.05M	0.74%	26
2019 Q3	$193M	Sell	1,624,198 -3,418	-0.2%	-$415K	0.79%	24
2019 Q2	$203M	Buy	1,627,616 +4,943	+0.3%	+$598K	0.84%	22
2019 Q1	$195M	Buy	1,622,673 +12,427	+0.8%	+$1.47M	0.81%	24
2018 Q4	$175M	Sell	1,610,246 -2,773	-0.2%	-$321K	0.85%	20
2018 Q3	$197M	Sell	1,613,019 -35,452	-2%	-$4.3M	0.82%	22
2018 Q2	$208M	Sell	1,648,471 -1,727	-0.1%	-$214K	0.9%	18
2018 Q1	$188M	Sell	1,650,198 -29,767	-2%	-$3.56M	0.84%	22
2017 Q4	$210M	Sell	1,679,965 -3,315	-0.2%	-$393K	0.91%	20
2017 Q3	$198M	Buy	1,683,280 +17,269	+1%	+$1.89M	0.9%	20
2017 Q2	$174M	Buy	1,666,011 +2,115	+0.1%	+$224K	0.83%	24
2017 Q1	$179M	Buy	1,663,896 +54,649	+3%	+$6.13M	0.88%	21
2016 Q4	$189M	Buy	1,609,247 +3,311	+0.2%	+$361K	1%	18
2016 Q3	$165M	Sell	1,605,936 -38,695	-2%	-$3.95M	0.9%	19
2016 Q2	$172M	Buy	1,644,631 +11,249	+0.7%	+$1.13M	0.96%	17
2016 Q1	$156M	Buy	1,633,382 +34,276	+2%	+$3M	0.89%	19
2015 Q4	$144M	Sell	1,599,106 -27,428	-2%	-$2.47M	0.84%	24
2015 Q3	$128M	Sell	1,626,534 -30,369	-2%	-$2.56M	0.8%	26
2015 Q2	$160M	Sell	1,656,903 -17,996	-1%	-$1.89M	0.96%	14
2015 Q1	$176M	Buy	1,674,899 +55,437	+3%	+$5.92M	1.06%	14
2014 Q4	$182M	Sell	1,619,462 -9,830	-0.6%	-$1.12M	1.14%	10
2014 Q3	$194M	Buy	1,629,292 +86,522	+6%	+$11M	1.26%	8
2014 Q2	$201M	Sell	1,542,770 -30,796	-2%	-$3.83M	1.4%	8
2014 Q1	$187M	Sell	1,573,566 -2,259	-0.1%	-$263K	1.34%	8
2013 Q4	$197M	Buy	1,575,825 +20,389	+1%	+$2.46M	1.44%	7
2013 Q3	$189M	Buy	1,555,436 +44,714	+3%	+$5.5M	1.54%	6
2013 Q2	$179M	Buy	+1,510,722	New	+$183M	1.56%	7

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chevy Chase Trust's CVX Position: Q1 2026 in Review

Chevy Chase Trust reduced its Chevron (CVX) stake by 3.8% in Q1 2026, selling an estimated $6.74M and leaving 941,593 shares worth $195M. The position accounts for 0.56% of the portfolio, ranked #23.

Chevy Chase Trust first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $210M in Q4 2017. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Chevy Chase Trust held 941,593 shares of Chevron worth $195M as of Q1 2026.
Chevy Chase Trust sold 36,942 Chevron shares in Q1 2026, an estimated $6.74M.
Chevron made up 0.56% of Chevy Chase Trust's portfolio in Q1 2026, its #23 holding.
Chevy Chase Trust first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's Chevron position peaked at $210M in Q4 2017.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.