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Crews Bank & Trust’s Chevron CVX Stock Holding History

Crews Bank & 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
Q2 		$1.87M Sell
11,291
-99
-0.9% -$18.4K 0.24% 62
2026
Q1 		$2.36M Sell
11,390
-158
-1% -$28.8K 0.34% 43
2025
Q4 		$1.76M Sell
11,548
-500
-4% -$76.2K 0.25% 59
2025
Q3 		$1.87M Buy
12,048
+90
+0.8% +$13.9K 0.27% 56
2025
Q2 		$1.71M Sell
11,958
-251
-2% -$35.4K 0.27% 65
2025
Q1 		$2.04M Sell
12,209
-839
-6% -$131K 0.35% 49
2024
Q4 		$1.89M Buy
+13,048
New +$2M 0.32% 49

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
HighTower Advisors
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

Crews Bank & Trust's CVX Position: Q2 2026 in Review

Crews Bank & Trust reduced its Chevron (CVX) stake by 0.87% in Q2 2026, selling an estimated $18.4K and leaving 11,291 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #62.

Crews Bank & Trust first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Crews Bank & Trust held 11,291 shares of Chevron worth $1.87M as of Q2 2026.
  • Crews Bank & Trust sold 99 Chevron shares in Q2 2026, an estimated $18.4K.
  • Chevron made up 0.24% of Crews Bank & Trust's portfolio in Q2 2026, its #62 holding.
  • Crews Bank & Trust first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Chevron position peaked at $2.36M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.