FineMark National Bank & Trust’s Chevron CVX Stock Holding History

FineMark National Bank & 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
2025 Q4	$8.36M	Sell	54,846 -1,689	-3%	-$257K	0.26%	91
2025 Q3	$8.78M	Buy	56,535 +16,243	+40%	+$2.52M	0.29%	88
2025 Q2	$5.77M	Sell	40,292 -1,411	-3%	-$199K	0.2%	108
2025 Q1	$6.98M	Sell	41,703 -214	-0.5%	-$33.5K	0.25%	98
2024 Q4	$6.07M	Sell	41,917 -432	-1%	-$66.1K	0.21%	99
2024 Q3	$6.24M	Sell	42,349 -548	-1%	-$81.6K	0.22%	100
2024 Q2	$6.71M	Buy	42,897 +1,689	+4%	+$269K	0.25%	94
2024 Q1	$6.5M	Sell	41,208 -668	-2%	-$101K	0.24%	92
2023 Q4	$6.25M	Sell	41,876 -130	-0.3%	-$19.7K	0.26%	90
2023 Q3	$7.08M	Sell	42,006 -329	-0.8%	-$53.1K	0.31%	83
2023 Q2	$6.66M	Buy	42,335 +1,186	+3%	+$190K	0.27%	89
2023 Q1	$6.71M	Sell	41,149 -527	-1%	-$88.4K	0.29%	84
2022 Q4	$7.48M	Sell	41,676 -1,065	-2%	-$186K	0.34%	76
2022 Q3	$6.14M	Buy	42,741 +2,618	+7%	+$399K	0.29%	83
2022 Q2	$5.81M	Buy	40,123 +78	+0.2%	+$12.9K	0.26%	90
2022 Q1	$6.52M	Sell	40,045 -1,905	-5%	-$273K	0.26%	89
2021 Q4	$4.92M	Sell	41,950 -5,956	-12%	-$677K	0.19%	110
2021 Q3	$4.86M	Sell	47,906 -814	-2%	-$81.2K	0.21%	100
2021 Q2	$5.1M	Sell	48,720 -707	-1%	-$74.6K	0.21%	102
2021 Q1	$5.18M	Buy	49,427 +8,725	+21%	+$852K	0.22%	93
2020 Q4	$3.44M	Sell	40,702 -717	-2%	-$58.1K	0.15%	104
2020 Q3	$2.98M	Sell	41,419 -1,256	-3%	-$106K	0.14%	106
2020 Q2	$3.81M	Sell	42,675 -1,941	-4%	-$174K	0.21%	93
2020 Q1	$3.23M	Sell	44,616 -2,644	-6%	-$261K	0.2%	93
2019 Q4	$5.7M	Buy	47,260 +367	+0.8%	+$43.2K	0.28%	83
2019 Q3	$5.56M	Sell	46,893 -595	-1%	-$72.3K	0.3%	78
2019 Q2	$5.91M	Sell	47,488 -2,059	-4%	-$249K	0.33%	74
2019 Q1	$6.1M	Sell	49,547 -421	-0.8%	-$49.8K	0.35%	67
2018 Q4	$5.44M	Sell	49,968 -746	-1%	-$86.4K	0.37%	70
2018 Q3	$6.2M	Sell	50,714 -4,895	-9%	-$594K	0.38%	69
2018 Q2	$7.03M	Buy	55,609 +1,214	+2%	+$151K	0.43%	54
2018 Q1	$6.2M	Buy	54,395 +1,367	+3%	+$163K	0.39%	62
2017 Q4	$6.64M	Sell	53,028 -2,248	-4%	-$267K	0.42%	55
2017 Q3	$6.5M	Sell	55,276 -453	-0.8%	-$49.4K	0.43%	50
2017 Q2	$5.81M	Sell	55,729 -1,096	-2%	-$116K	0.42%	62
2017 Q1	$6.1M	Buy	56,825 +2,528	+5%	+$284K	0.45%	54
2016 Q4	$6.39M	Buy	54,297 +3,936	+8%	+$429K	0.51%	45
2016 Q3	$5.18M	Buy	50,361 +181	+0.4%	+$18.5K	0.55%	52
2016 Q2	$5.26M	Sell	50,180 -1,968	-4%	-$198K	0.59%	48
2016 Q1	$4.97M	Sell	52,148 -1,466	-3%	-$128K	0.58%	50
2015 Q4	$4.82M	Sell	53,614 -1,837	-3%	-$166K	0.58%	48
2015 Q3	$4.37M	Sell	55,451 -4,819	-8%	-$406K	0.59%	48
2015 Q2	$5.81M	Buy	60,270 +5,890	+11%	+$618K	0.76%	32
2015 Q1	$5.71M	Sell	54,380 -2,234	-4%	-$238K	0.78%	28
2014 Q4	$6.35M	Sell	56,614 -3,468	-6%	-$394K	0.93%	19
2014 Q3	$7.17M	Sell	60,082 -3,008	-5%	-$384K	1.15%	15
2014 Q2	$8.24M	Buy	63,090 +3,486	+6%	+$434K	1.39%	7
2014 Q1	$7.09M	Buy	59,604 +3,253	+6%	+$378K	1.33%	10
2013 Q4	$7.04M	Buy	56,351 +4,210	+8%	+$509K	1.45%	9
2013 Q3	$6.33M	Sell	52,141 -3,166	-6%	-$389K	1.57%	9
2013 Q2	$6.54M	Buy	+55,307	New	+$6.68M	1.97%	5

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FineMark National Bank & Trust's CVX Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Chevron (CVX) stake by 3% in Q4 2025, selling an estimated $257K and leaving 54,846 shares worth $8.36M. The position accounts for 0.26% of the portfolio, ranked #91.

FineMark National Bank & Trust first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.78M in Q3 2025. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

FineMark National Bank & Trust held 54,846 shares of Chevron worth $8.36M as of Q4 2025.
FineMark National Bank & Trust sold 1,689 Chevron shares in Q4 2025, an estimated $257K.
Chevron made up 0.26% of FineMark National Bank & Trust's portfolio in Q4 2025, its #91 holding.
FineMark National Bank & Trust first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's Chevron position peaked at $8.78M in Q3 2025.
3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.