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 Q2	$282K	Hold	1,700	–	–	0.05%	57
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ESL Trust Services's CVX Position: Q2 2026 in Review

ESL Trust Services held its Chevron (CVX) position steady in Q2 2026 at 1,700 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #57.

ESL Trust Services first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $352K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

ESL Trust Services held 1,700 shares of Chevron worth $282K as of Q2 2026.
ESL Trust Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of ESL Trust Services's portfolio in Q2 2026, its #57 holding.
ESL Trust Services first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
ESL Trust Services's Chevron position peaked at $352K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.