First Western Trust Bank’s Chevron CVX Stock Holding History

First Western Trust 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 Q2	$679K	Sell	4,099 -113	-3%	-$21K	0.03%	116
2026 Q1	$871K	Buy	4,212 +251	+6%	+$45.8K	0.04%	88
2025 Q4	$604K	Sell	3,961 -129	-3%	-$19.6K	0.03%	112
2025 Q3	$635K	Sell	4,090 -342	-8%	-$53K	0.03%	104
2025 Q2	$635K	Sell	4,432 -294	-6%	-$41.4K	0.03%	107
2025 Q1	$791K	Sell	4,726 -71	-1%	-$11.1K	0.04%	94
2024 Q4	$695K	Buy	4,797 +119	+3%	+$18.2K	0.03%	104
2024 Q3	$689K	Buy	4,678 +61	+1%	+$9.08K	0.03%	106
2024 Q2	$722K	Sell	4,617 -461	-9%	-$73.5K	0.03%	100
2024 Q1	$801K	Sell	5,078 -2,119	-29%	-$320K	0.04%	101
2023 Q4	$1.07M	Buy	7,197 +1,157	+19%	+$175K	0.05%	84
2023 Q3	$1.02M	Buy	6,040 +7	+0.1%	+$1.13K	0.05%	85
2023 Q2	$949K	Sell	6,033 -1,877	-24%	-$301K	0.05%	94
2023 Q1	$1.29M	Buy	7,910 +6	+0.1%	+$1.01K	0.07%	82
2022 Q4	$1.42M	Buy	7,904 +73	+0.9%	+$12.7K	0.08%	73
2022 Q3	$1.13M	Buy	7,831 +362	+5%	+$55.2K	0.08%	75
2022 Q2	$1.1M	Sell	7,469 -1,253	-14%	-$207K	0.07%	78
2022 Q1	$1.44M	Buy	+8,722	New	+$1.25M	0.07%	76

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

First Western Trust Bank's CVX Position: Q2 2026 in Review

First Western Trust Bank reduced its Chevron (CVX) stake by 2.7% in Q2 2026, selling an estimated $21K and leaving 4,099 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #116.

First Western Trust Bank first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2022. 1,949 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

First Western Trust Bank held 4,099 shares of Chevron worth $679K as of Q2 2026.
First Western Trust Bank sold 113 Chevron shares in Q2 2026, an estimated $21K.
Chevron made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #116 holding.
First Western Trust Bank first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Chevron position peaked at $1.44M in Q1 2022.
1,949 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.