Greenleaf Trust’s Chevron CVX Stock Holding History

Greenleaf 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 Q2	$5.42M	Buy	32,677 +28	+0.1%	+$5.21K	0.05%	104
2026 Q1	$6.76M	Buy	32,649 +894	+3%	+$163K	0.07%	85
2025 Q4	$4.84M	Sell	31,755 -3,161	-9%	-$481K	0.04%	107
2025 Q3	$5.42M	Sell	34,916 -6,030	-15%	-$934K	0.05%	91
2025 Q2	$5.86M	Sell	40,946 -22,521	-35%	-$3.17M	0.05%	91
2025 Q1	$10.6M	Buy	63,467 +2,557	+4%	+$400K	0.1%	68
2024 Q4	$8.82M	Buy	60,910 +625	+1%	+$95.7K	0.08%	73
2024 Q3	$8.88M	Buy	60,285 +1,830	+3%	+$272K	0.08%	72
2024 Q2	$9.14M	Buy	58,455 +4,840	+9%	+$772K	0.09%	67
2024 Q1	$8.46M	Buy	53,615 +2,165	+4%	+$327K	0.08%	73
2023 Q4	$7.67M	Sell	51,450 -4,102	-7%	-$620K	0.08%	76
2023 Q3	$9.37M	Buy	55,552 +1,812	+3%	+$293K	0.11%	60
2023 Q2	$8.46M	Buy	53,740 +3,462	+7%	+$555K	0.09%	65
2023 Q1	$8.2M	Buy	50,278 +6,394	+15%	+$1.07M	0.09%	68
2022 Q4	$7.88M	Buy	43,884 +1,610	+4%	+$281K	0.1%	68
2022 Q3	$6.07M	Buy	42,274 +10,763	+34%	+$1.64M	0.09%	72
2022 Q2	$4.56M	Buy	31,511 +10,731	+52%	+$1.77M	0.07%	74
2022 Q1	$3.38M	Buy	20,780 +521	+3%	+$74.7K	0.04%	93
2021 Q4	$2.38M	Buy	20,259 +3,049	+18%	+$346K	0.03%	122
2021 Q3	$1.75M	Buy	17,210 +360	+2%	+$35.9K	0.02%	142
2021 Q2	$1.76M	Buy	16,850 +382	+2%	+$40.3K	0.02%	139
2021 Q1	$1.73M	Buy	16,468 +1,171	+8%	+$114K	0.02%	132
2020 Q4	$1.29M	Buy	15,297 +3,680	+32%	+$298K	0.02%	144
2020 Q3	$836K	Sell	11,617 -4,308	-27%	-$362K	0.01%	191
2020 Q2	$1.42M	Buy	15,925 +11,571	+266%	+$1.04M	0.02%	123
2020 Q1	$315K	Sell	4,354 -16,762	-79%	-$1.66M	0.01%	326
2019 Q4	$2.54M	Sell	21,116 -613	-3%	-$72.2K	0.04%	89
2019 Q3	$2.58M	Buy	21,729 +1,647	+8%	+$200K	0.04%	85
2019 Q2	$2.5M	Buy	20,082 +2,392	+14%	+$289K	0.04%	88
2019 Q1	$2.18M	Buy	17,690 +96	+0.5%	+$11.4K	0.04%	90
2018 Q4	$1.91M	Sell	17,594 -2,338	-12%	-$271K	0.04%	92
2018 Q3	$2.44M	Sell	19,932 -2,005	-9%	-$243K	0.04%	86
2018 Q2	$2.77M	Buy	21,937 +3,654	+20%	+$454K	0.05%	78
2018 Q1	$2.08M	Buy	18,283 +1,892	+12%	+$226K	0.04%	92
2017 Q4	$2.05M	Buy	16,391 +1,197	+8%	+$142K	0.04%	98
2017 Q3	$1.78M	Buy	15,194 +4,377	+40%	+$478K	0.04%	101
2017 Q2	$1.13M	Sell	10,817 -2,080	-16%	-$220K	0.03%	124
2017 Q1	$1.39M	Buy	12,897 +989	+8%	+$111K	0.03%	94
2016 Q4	$1.4M	Buy	11,908 +5,201	+78%	+$566K	0.04%	89
2016 Q3	$690K	Buy	6,707 +1,459	+28%	+$149K	0.02%	107
2016 Q2	$550K	Sell	5,248 -268	-5%	-$27K	0.01%	106
2016 Q1	$526K	Buy	5,516 +141	+3%	+$12.3K	0.01%	109
2015 Q4	$484K	Sell	5,375 -1,839	-25%	-$166K	0.01%	110
2015 Q3	$569K	Sell	7,214 -618	-8%	-$52K	0.02%	98
2015 Q2	$756K	Buy	7,832 +224	+3%	+$23.5K	0.02%	89
2015 Q1	$799K	Sell	7,608 -1,794	-19%	-$191K	0.02%	91
2014 Q4	$1.05M	Sell	9,402 -240	-2%	-$27.3K	0.03%	76
2014 Q3	$1.15M	Buy	9,642 +320	+3%	+$40.8K	0.04%	71
2014 Q2	$1.22M	Buy	9,322 +1,400	+18%	+$174K	0.04%	71
2014 Q1	$942K	Sell	7,922 -296	-4%	-$34.4K	0.03%	81
2013 Q4	$1.03M	Sell	8,218 -89	-1%	-$10.8K	0.04%	80
2013 Q3	$1.01M	Buy	8,307 +338	+4%	+$41.5K	0.04%	74
2013 Q2	$943K	Buy	+7,969	New	+$963K	0.04%	75

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

Greenleaf Trust's CVX Position: Q2 2026 in Review

Greenleaf Trust increased its Chevron (CVX) stake by 0.09% in Q2 2026, buying an estimated $5.21K and bringing the position to 32,677 shares worth $5.42M. The position accounts for 0.05% of the portfolio, ranked #104.

Greenleaf Trust first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q1 2025. 1,833 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Greenleaf Trust held 32,677 shares of Chevron worth $5.42M as of Q2 2026.
Greenleaf Trust bought 28 Chevron shares in Q2 2026, an estimated $5.21K.
Chevron made up 0.05% of Greenleaf Trust's portfolio in Q2 2026, its #104 holding.
Greenleaf Trust first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Greenleaf Trust's Chevron position peaked at $10.6M in Q1 2025.
1,833 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.