ETS
CVX icon

ESL Trust Services’s Chevron CVX Stock Holding History

ESL Trust Services’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 		$352K Hold
1,700
– – 0.07% 47
2025
Q4 		$259K Sell
1,700
-15
-0.9% -$2.29K 0.05% 54
2025
Q3 		$266K Buy
1,715
+115
+7% +$17.8K 0.05% 54
2025
Q2 		$229K Sell
1,600
-46
-3% -$6.49K 0.05% 53
2025
Q1 		$275K Hold
1,646
– – 0.06% 42
2024
Q4 		$238K Buy
1,646
+1,600
+3,478% +$245K 0.05% 50
2024
Q3 		$6.77K Sell
46
-47
-51% -$7K ﹤0.01% 136
2024
Q2 		$14.5K Buy
+93
New +$14.8K ﹤0.01% 113
2023
Q4 		– Sell
-1,232
Closed -$208K – 23
2023
Q3 		$208K Buy
+1,232
New +$199K 0.07% 21
2023
Q2 		– Sell
-1,232
Closed -$201K – 24
2023
Q1 		$201K Hold
1,232
– – 0.07% 23
2022
Q4 		$221K Buy
+1,232
New +$215K 0.08% 20

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 $336B AUM 34.66% 1-Year Est. Return

ESL Trust Services's CVX Position: Q1 2026 in Review

ESL Trust Services held its Chevron (CVX) position steady in Q1 2026 at 1,700 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #47.

ESL Trust Services first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • ESL Trust Services held 1,700 shares of Chevron worth $352K as of Q1 2026.
  • ESL Trust Services left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.07% of ESL Trust Services's portfolio in Q1 2026, its #47 holding.
  • ESL Trust Services first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on ESL Trust Services's 13F filing for Q1 2026, filed 7 May 2026.