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Heartland Bank & Trust’s Chevron CVX Stock Holding History

Heartland 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
2026
Q2 		$2.07M Sell
12,495
-328
-3% -$61K 0.43% 40
2026
Q1 		$2.65M Buy
12,823
+5,224
+69% +$953K 0.6% 30
2025
Q4 		$1.16M Buy
7,599
+116
+2% +$17.7K 0.49% 40
2025
Q3 		$1.16M Buy
7,483
+365
+5% +$56.5K 0.48% 43
2025
Q2 		$1.02M Buy
7,118
+581
+9% +$81.9K 0.48% 43
2025
Q1 		$1.09M Buy
6,537
+884
+16% +$138K 0.56% 36
2024
Q4 		$819K Sell
5,653
-234
-4% -$35.8K 0.44% 46
2024
Q3 		$867K Sell
5,887
-80
-1% -$11.9K 0.47% 45
2024
Q2 		$933K Buy
5,967
+25
+0.4% +$3.99K 0.53% 37
2024
Q1 		$937K Buy
5,942
+2,936
+98% +$443K 0.54% 42
2023
Q4 		$448K Sell
3,006
-3,200
-52% -$484K 0.31% 83
2023
Q3 		$1.05M Sell
6,206
-121
-2% -$19.5K 0.83% 28
2023
Q2 		$996K Sell
6,327
-393
-6% -$63K 0.78% 30
2023
Q1 		$1.1M Buy
6,720
+5,401
+409% +$906K 0.83% 30
2022
Q4 		$237K Buy
+1,319
New +$230K 0.17% 117
2022
Q2 		– Sell
-1,326
Closed -$216K – 129
2022
Q1 		$216K Buy
+1,326
New +$190K 0.16% 130
2021
Q2 		– Sell
-14,135
Closed -$1.48M – 124
2021
Q1 		$1.48M Sell
14,135
-1,911
-12% -$187K 1.35% 20
2020
Q4 		$1.36M Buy
+16,046
New +$1.3M 1.2% 20

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartland Bank & Trust's CVX Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $61K and leaving 12,495 shares worth $2.07M. The position accounts for 0.43% of the portfolio, ranked #40.

Heartland Bank & Trust first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.65M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heartland Bank & Trust held 12,495 shares of Chevron worth $2.07M as of Q2 2026.
  • Heartland Bank & Trust sold 328 Chevron shares in Q2 2026, an estimated $61K.
  • Chevron made up 0.43% of Heartland Bank & Trust's portfolio in Q2 2026, its #40 holding.
  • Heartland Bank & Trust first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • Heartland Bank & Trust's Chevron position peaked at $2.65M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.