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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Idaho Trust Bank's CVX Position: Q1 2026 in Review

Idaho Trust Bank reduced its Chevron (CVX) stake by 48% in Q1 2026, selling an estimated $205K and leaving 1,233 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #87.

Idaho Trust Bank first reported a position in CVX in Q2 2023 and has held it in 11 quarters since. The position peaked at $411K in Q3 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Idaho Trust Bank held 1,233 shares of Chevron worth $255K as of Q1 2026.
  • Idaho Trust Bank sold 1,122 Chevron shares in Q1 2026, an estimated $205K.
  • Chevron made up 0.08% of Idaho Trust Bank's portfolio in Q1 2026, its #87 holding.
  • Idaho Trust Bank first reported a position in Chevron in Q2 2023 and has held it in 11 quarters since.
  • Idaho Trust Bank's Chevron position peaked at $411K in Q3 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.