Exchange Bank
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Exchange Bank’s Chevron CVX Stock Holding History

Exchange Bank’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
Q3 		$4.6M Buy
22,537
+448
+2% +$88.2K 2.85% 6
2026
Q2 		$3.66M Sell
22,089
-392
-2% -$73K 2.28% 7
2026
Q1 		$4.65M Sell
22,481
-363
-2% -$66.2K 3.22% 5
2025
Q4 		$3.48M Sell
22,844
-35
-0.2% -$5.33K 2.41% 9
2025
Q3 		$3.55M Buy
22,879
+42
+0.2% +$6.5K 2.47% 10
2025
Q2 		$3.27M Sell
22,837
-122
-0.5% -$17.2K 2.59% 8
2025
Q1 		$3.84M Sell
22,959
-600
-3% -$93.9K 3.1% 6
2024
Q4 		$3.41M Sell
23,559
-191
-0.8% -$29.2K 2.74% 9
2024
Q3 		$3.5M Sell
23,750
-83
-0.3% -$12.4K 2.86% 9
2024
Q2 		$3.73M Sell
23,833
-311
-1% -$49.6K 3.17% 7
2024
Q1 		$3.81M Sell
24,144
-216
-0.9% -$32.6K 3.13% 6
2023
Q4 		$3.63M Sell
24,360
-389
-2% -$58.8K 3.15% 6
2023
Q3 		$4.17M Sell
24,749
-2,854
-10% -$461K 4% 4
2023
Q2 		$4.34M Buy
+27,603
New +$4.43M 4.2% 4

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Bank's CVX Position: Q3 2026 in Review

Exchange Bank increased its Chevron (CVX) stake by 2% in Q3 2026, buying an estimated $88.2K and bringing the position to 22,537 shares worth $4.6M. The position accounts for 2.85% of the portfolio, ranked #6.

Exchange Bank first reported a position in CVX in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.65M in Q1 2026. 3,699 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Exchange Bank held 22,537 shares of Chevron worth $4.6M as of Q3 2026.
  • Exchange Bank bought 448 Chevron shares in Q3 2026, an estimated $88.2K.
  • Chevron made up 2.85% of Exchange Bank's portfolio in Q3 2026, its #6 holding.
  • Exchange Bank first reported a position in Chevron in Q2 2023 and has held it in 14 quarters since.
  • Exchange Bank's Chevron position peaked at $4.65M in Q1 2026.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.