Fiduciary Trust’s Chevron CVX Stock Holding History

Fiduciary 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	$27.9M	Sell	134,618 -3,058	-2%	-$558K	0.33%	53
2025 Q4	$21M	Sell	137,676 -3,262	-2%	-$497K	0.24%	61
2025 Q3	$21.9M	Buy	140,938 +8,601	+6%	+$1.33M	0.25%	61
2025 Q2	$18.9M	Sell	132,337 -7,491	-5%	-$1.06M	0.23%	68
2025 Q1	$23.4M	Sell	139,828 -19,344	-12%	-$3.03M	0.31%	54
2024 Q4	$23.1M	Sell	159,172 -8,557	-5%	-$1.31M	0.3%	55
2024 Q3	$24.7M	Sell	167,729 -17,773	-10%	-$2.65M	0.35%	51
2024 Q2	$29M	Sell	185,502 -3,234	-2%	-$516K	0.44%	43
2024 Q1	$29.8M	Buy	188,736 +2,200	+1%	+$332K	0.46%	45
2023 Q4	$27.8M	Sell	186,536 -1,119	-0.6%	-$169K	0.46%	43
2023 Q3	$31.6M	Sell	187,655 -1,090	-0.6%	-$176K	0.58%	34
2023 Q2	$29.7M	Buy	188,745 +387	+0.2%	+$62K	0.52%	41
2023 Q1	$30.7M	Buy	188,358 +959	+0.5%	+$161K	0.57%	39
2022 Q4	$33.6M	Sell	187,399 -3,442	-2%	-$601K	0.65%	29
2022 Q3	$27.4M	Sell	190,841 -1,322	-0.7%	-$202K	0.59%	37
2022 Q2	$27.8M	Sell	192,163 -1,532	-0.8%	-$253K	0.59%	35
2022 Q1	$31.5M	Buy	193,695 +1,491	+0.8%	+$214K	0.57%	35
2021 Q4	$22.6M	Sell	192,204 -4,688	-2%	-$533K	0.37%	51
2021 Q3	$20M	Sell	196,892 -3,579	-2%	-$357K	0.36%	54
2021 Q2	$21M	Sell	200,471 -14,194	-7%	-$1.5M	0.41%	51
2021 Q1	$22.5M	Sell	214,665 -1,980	-0.9%	-$193K	0.46%	49
2020 Q4	$18.3M	Buy	216,645 +15,777	+8%	+$1.28M	0.38%	56
2020 Q3	$14.5M	Sell	200,868 -5,203	-3%	-$438K	0.34%	60
2020 Q2	$18.4M	Buy	206,071 +15,653	+8%	+$1.4M	0.46%	49
2020 Q1	$13.8M	Sell	190,418 -11,135	-6%	-$1.1M	0.4%	61
2019 Q4	$24.3M	Sell	201,553 -3,985	-2%	-$469K	0.57%	44
2019 Q3	$24.4M	Buy	205,538 +3,829	+2%	+$465K	0.61%	41
2019 Q2	$25.1M	Sell	201,709 -6,426	-3%	-$777K	0.66%	39
2019 Q1	$25.6M	Sell	208,135 -2,787	-1%	-$330K	0.69%	34
2018 Q4	$22.9M	Buy	210,922 +701	+0.3%	+$81.2K	0.7%	37
2018 Q3	$25.7M	Sell	210,221 -380	-0.2%	-$46.1K	0.72%	33
2018 Q2	$26.6M	Sell	210,601 -210	-0.1%	-$26.1K	0.81%	31
2018 Q1	$24M	Buy	210,811 +9,647	+5%	+$1.15M	0.74%	33
2017 Q4	$25.2M	Buy	201,164 +6,610	+3%	+$784K	0.75%	39
2017 Q3	$22.9M	Buy	194,554 +4,079	+2%	+$445K	0.7%	42
2017 Q2	$19.9M	Buy	190,475 +9,564	+5%	+$1.01M	0.61%	44
2017 Q1	$19.4M	Buy	180,911 +3,505	+2%	+$393K	0.59%	48
2016 Q4	$20.9M	Buy	177,406 +26,607	+18%	+$2.9M	0.68%	44
2016 Q3	$15.5M	Sell	150,799 -2,716	-2%	-$277K	0.53%	56
2016 Q2	$16.1M	Sell	153,515 -1,416	-0.9%	-$142K	0.57%	51
2016 Q1	$14.8M	Buy	154,931 +3,610	+2%	+$316K	0.52%	56
2015 Q4	$13.6M	Sell	151,321 -19,159	-11%	-$1.73M	0.58%	53
2015 Q3	$13.4M	Sell	170,480 -35,417	-17%	-$2.98M	0.61%	51
2015 Q2	$19.9M	Buy	205,897 +1,732	+0.8%	+$182K	0.83%	40
2015 Q1	$21.4M	Sell	204,165 -5,308	-3%	-$566K	0.89%	32
2014 Q4	$23.5M	Sell	209,473 -4,242	-2%	-$482K	0.99%	29
2014 Q3	$25.5M	Sell	213,715 -1,342	-0.6%	-$171K	1.12%	24
2014 Q2	$28.1M	Sell	215,057 -5,379	-2%	-$669K	1.2%	20
2014 Q1	$26.2M	Sell	220,436 -6,391	-3%	-$743K	1.16%	22
2013 Q4	$28.3M	Sell	226,827 -1,002	-0.4%	-$121K	1.25%	19
2013 Q3	$27.7M	Sell	227,829 -7,301	-3%	-$897K	1.27%	18
2013 Q2	$27.8M	Buy	+235,130	New	+$28.4M	1.29%	18

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiduciary Trust's CVX Position: Q1 2026 in Review

Fiduciary Trust reduced its Chevron (CVX) stake by 2.2% in Q1 2026, selling an estimated $558K and leaving 134,618 shares worth $27.9M. The position accounts for 0.33% of the portfolio, ranked #53.

Fiduciary Trust first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.6M in Q4 2022. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Fiduciary Trust held 134,618 shares of Chevron worth $27.9M as of Q1 2026.
Fiduciary Trust sold 3,058 Chevron shares in Q1 2026, an estimated $558K.
Chevron made up 0.33% of Fiduciary Trust's portfolio in Q1 2026, its #53 holding.
Fiduciary Trust first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's Chevron position peaked at $33.6M in Q4 2022.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.