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Idaho Trust Bank’s Chevron CVX Stock Holding History

Idaho 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 		$348K Buy
2,100
+867
+70% +$161K 0.1% 82
2026
Q1 		$255K Sell
1,233
-1,122
-48% -$205K 0.08% 87
2025
Q4 		$359K Sell
2,355
-293
-11% -$44.6K 0.12% 78
2025
Q3 		$411K Buy
2,648
+43
+2% +$6.66K 0.14% 77
2025
Q2 		$373K Buy
2,605
+840
+48% +$118K 0.13% 80
2025
Q1 		$295K Sell
1,765
-50
-3% -$7.83K 0.12% 85
2024
Q4 		$263K Sell
1,815
-376
-17% -$57.6K 0.13% 68
2024
Q3 		$323K Hold
2,191
– – 0.16% 68
2024
Q2 		$343K Buy
+2,191
New +$349K 0.18% 67
2024
Q1 		– Sell
-1,932
Closed -$288K – 99
2023
Q4 		$288K Sell
1,932
-500
-21% -$75.6K 0.17% 66
2023
Q3 		$410K Sell
2,432
-34
-1% -$5.49K 0.27% 61
2023
Q2 		$388K Buy
+2,466
New +$395K 0.24% 61

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

Idaho Trust Bank's CVX Position: Q2 2026 in Review

Idaho Trust Bank increased its Chevron (CVX) stake by 70% in Q2 2026, buying an estimated $161K and bringing the position to 2,100 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #82.

Idaho Trust Bank first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $411K in Q3 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Idaho Trust Bank held 2,100 shares of Chevron worth $348K as of Q2 2026.
  • Idaho Trust Bank bought 867 Chevron shares in Q2 2026, an estimated $161K.
  • Chevron made up 0.1% of Idaho Trust Bank's portfolio in Q2 2026, its #82 holding.
  • Idaho Trust Bank first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • Idaho Trust Bank's Chevron position peaked at $411K in Q3 2025.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.