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Dorsey & Whitney Trust’s Chevron CVX Stock Holding History

Dorsey & Whitney 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 		$4.7M Sell
22,694
-205
-0.9% -$37.4K 0.26% 86
2025
Q4 		$3.49M Buy
22,899
+249
+1% +$37.9K 0.18% 119
2025
Q3 		$3.52M Buy
22,650
+1,403
+7% +$217K 0.19% 113
2025
Q2 		$3.04M Sell
21,247
-623
-3% -$87.8K 0.16% 127
2025
Q1 		$3.66M Buy
21,870
+2,572
+13% +$403K 0.21% 104
2024
Q4 		$2.8M Sell
19,298
-70
-0.4% -$10.7K 0.15% 128
2024
Q3 		$2.85M Buy
19,368
+3,158
+19% +$470K 0.15% 124
2024
Q2 		$2.54M Sell
16,210
-1,134
-7% -$181K 0.18% 114
2024
Q1 		$2.74M Sell
17,344
-619
-3% -$93.4K 0.19% 113
2023
Q4 		$2.68M Buy
17,963
+2,339
+15% +$354K 0.21% 111
2023
Q3 		$2.63M Buy
15,624
+135
+0.9% +$21.8K 0.23% 108
2023
Q2 		$2.44M Sell
15,489
-4,557
-23% -$731K 0.2% 116
2023
Q1 		$3.27M Sell
20,046
-1,100
-5% -$184K 0.3% 89
2022
Q4 		$3.78M Sell
21,146
-603
-3% -$105K 0.37% 73
2022
Q3 		$3.13M Buy
21,749
+870
+4% +$133K 0.33% 74
2022
Q2 		$3.02M Sell
20,879
-4,294
-17% -$710K 0.31% 76
2022
Q1 		$4.1M Sell
25,173
-4,957
-16% -$711K 0.36% 68
2021
Q4 		$3.54M Buy
30,130
+236
+0.8% +$26.8K 0.3% 81
2021
Q3 		$3.03M Sell
29,894
-551
-2% -$55K 0.28% 81
2021
Q2 		$3.19M Sell
30,445
-5,097
-14% -$538K 0.3% 77
2021
Q1 		$3.73M Sell
35,542
-3,308
-9% -$323K 0.37% 64
2020
Q4 		$3.28M Sell
38,850
-4,849
-11% -$393K 0.38% 64
2020
Q3 		$3.15M Sell
43,699
-3,089
-7% -$260K 0.42% 55
2020
Q2 		$4.18M Sell
46,788
-2,128
-4% -$191K 0.58% 41
2020
Q1 		$3.54M Buy
48,916
+2,519
+5% +$249K 0.6% 40
2019
Q4 		$5.59M Sell
46,397
-762
-2% -$89.8K 0.75% 39
2019
Q3 		$5.59M Buy
47,159
+1,510
+3% +$183K 0.82% 32
2019
Q2 		$5.68M Sell
45,649
-6,128
-12% -$741K 0.88% 31
2019
Q1 		$6.38M Sell
51,777
-1,736
-3% -$205K 1% 24
2018
Q4 		$5.82M Sell
53,513
-221
-0.4% -$25.6K 1.03% 24
2018
Q3 		$6.57M Buy
53,734
+843
+2% +$102K 1.02% 25
2018
Q2 		$6.69M Sell
52,891
-418
-0.8% -$51.9K 1.16% 22
2018
Q1 		$6.08M Sell
53,309
-1,662
-3% -$199K 1.12% 26
2017
Q4 		$6.88M Sell
54,971
-364
-0.7% -$43.2K 1.27% 20
2017
Q3 		$6.5M Buy
55,335
+157
+0.3% +$17.1K 1.29% 21
2017
Q2 		$5.75M Buy
55,178
+932
+2% +$98.7K 1.15% 26
2017
Q1 		$5.83M Buy
54,246
+4,054
+8% +$455K 1.19% 26
2016
Q4 		$5.91M Sell
50,192
-1,957
-4% -$213K 1.34% 25
2016
Q3 		$5.37M Sell
52,149
-1,711
-3% -$175K 1.23% 28
2016
Q2 		$5.65M Buy
53,860
+4,296
+9% +$432K 1.29% 24
2016
Q1 		$4.73M Buy
49,564
+4,272
+9% +$374K 1.19% 27
2015
Q4 		$4.07M Buy
45,292
+8,670
+24% +$782K 1.07% 29
2015
Q3 		$2.89M Buy
36,622
+11
+0% +$926 0.81% 38
2015
Q2 		$3.53M Buy
36,611
+1,106
+3% +$116K 0.9% 34
2015
Q1 		$3.73M Buy
35,505
+3,106
+10% +$331K 0.94% 31
2014
Q4 		$3.63M Buy
32,399
+3,036
+10% +$345K 0.94% 33
2014
Q3 		$3.5M Buy
29,363
+853
+3% +$109K 0.95% 33
2014
Q2 		$3.72M Buy
28,510
+992
+4% +$123K 0.81% 32
2014
Q1 		$3.27M Buy
27,518
+5,178
+23% +$602K 0.75% 35
2013
Q4 		$2.79M Buy
22,340
+2,738
+14% +$331K 0.76% 39
2013
Q3 		$2.38M Buy
19,602
+2,660
+16% +$327K 0.71% 43
2013
Q2 		$2M Buy
+16,942
New +$2.05M 0.66% 44

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

Dorsey & Whitney Trust's CVX Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Chevron (CVX) stake by 0.9% in Q1 2026, selling an estimated $37.4K and leaving 22,694 shares worth $4.7M. The position accounts for 0.26% of the portfolio, ranked #86.

Dorsey & Whitney Trust first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.88M in Q4 2017. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Dorsey & Whitney Trust held 22,694 shares of Chevron worth $4.7M as of Q1 2026.
  • Dorsey & Whitney Trust sold 205 Chevron shares in Q1 2026, an estimated $37.4K.
  • Chevron made up 0.26% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #86 holding.
  • Dorsey & Whitney Trust first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Dorsey & Whitney Trust's Chevron position peaked at $6.88M in Q4 2017.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.