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Indiana Trust & Investment Management’s Chevron CVX Stock Holding History

Indiana Trust & Investment Management’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 		$922K Sell
5,565
-315
-5% -$58.6K 0.25% 68
2026
Q1 		$1.22M Sell
5,880
-275
-4% -$50.1K 0.38% 50
2025
Q4 		$938K Sell
6,155
-437
-7% -$66.6K 0.28% 73
2025
Q3 		$1.02M Sell
6,592
-300
-4% -$46.5K 0.31% 64
2025
Q2 		$987K Sell
6,892
-405
-6% -$57.1K 0.33% 63
2025
Q1 		$1.22M Buy
7,297
+205
+3% +$32.1K 0.44% 50
2024
Q4 		$1.03M Buy
7,092
+115
+2% +$17.6K 0.35% 64
2024
Q3 		$1.03M Sell
6,977
-426
-6% -$63.4K 0.35% 62
2024
Q2 		$1.16M Buy
7,403
+120
+2% +$19.1K 0.43% 51
2024
Q1 		$1.15M Sell
7,283
-359
-5% -$54.2K 0.46% 49
2023
Q4 		$1.14M Sell
7,642
-273
-3% -$41.3K 0.51% 48
2023
Q3 		$1.33M Hold
7,915
– – 0.67% 39
2023
Q2 		$1.25M Sell
7,915
-80
-1% -$12.8K 0.64% 32
2023
Q1 		$1.3M Sell
7,995
-50
-0.6% -$8.38K 0.71% 30
2022
Q4 		$1.44K Sell
8,045
-400
-5% -$69.8K 0.81% 30
2022
Q3 		$1.21M Buy
8,445
+722
+9% +$110K 0.74% 30
2022
Q2 		$1.12M Buy
7,723
+30
+0.4% +$4.96K 0.62% 32
2022
Q1 		$1.25M Sell
7,693
-75
-1% -$10.8K 0.6% 34
2021
Q4 		$912K Sell
7,768
-200
-3% -$22.7K 0.42% 48
2021
Q3 		$808K Sell
7,968
-416
-5% -$41.5K 0.41% 50
2021
Q2 		$708K Buy
8,384
+256
+3% +$27K 0.39% 50
2021
Q1 		$852K Sell
8,128
-256
-3% -$25K 0.46% 43
2020
Q4 		$708K Sell
8,384
-1,464
-15% -$119K 0.39% 50
2020
Q3 		$709K Sell
9,848
-895
-8% -$75.3K 0.42% 47
2020
Q2 		$959K Buy
10,743
+30
+0.3% +$2.69K 0.59% 40
2020
Q1 		$776K Buy
10,713
+244
+2% +$24.1K 0.55% 41
2019
Q4 		$1.26M Buy
10,469
+30
+0.3% +$3.53K 0.7% 35
2019
Q3 		$1.24M Sell
10,439
-733
-7% -$89K 0.69% 34
2019
Q2 		$1.39M Sell
11,172
-817
-7% -$98.8K 0.76% 35
2019
Q1 		$1.48M Sell
11,989
-1,289
-10% -$153K 0.77% 36
2018
Q4 		$1.45M Sell
13,278
-105
-0.8% -$12.2K 0.81% 36
2018
Q3 		$1.64M Sell
13,383
-723
-5% -$87.7K 0.75% 37
2018
Q2 		$1.78M Sell
14,106
-232
-2% -$28.8K 0.85% 30
2018
Q1 		$1.64M Buy
14,338
+334
+2% +$39.9K 0.76% 36
2017
Q4 		$1.75M Sell
14,004
-187
-1% -$22.2K 0.81% 34
2017
Q3 		$1.67M Sell
14,191
-68
-0.5% -$7.42K 0.8% 38
2017
Q2 		$1.49M Buy
14,259
+259
+2% +$27.4K 0.73% 40
2017
Q1 		$1.5M Sell
14,000
-535
-4% -$60K 0.75% 39
2016
Q4 		$1.71M Buy
14,535
+540
+4% +$58.8K 0.89% 33
2016
Q3 		$1.44M Buy
13,995
+715
+5% +$73K 0.72% 40
2016
Q2 		$1.39M Buy
13,280
+20
+0.2% +$2.01K 0.7% 42
2016
Q1 		$1.26M Sell
13,260
-9,776
-42% -$855K 0.67% 45
2015
Q4 		$2.58M Buy
23,036
+10,256
+80% +$925K 1.35% 12
2015
Q3 		$1.01M Sell
12,780
-7,551
-37% -$636K 0.58% 44
2015
Q2 		$1.96M Sell
20,331
-2,525
-11% -$265K 1.02% 22
2015
Q1 		$2.4M Sell
22,856
-180
-0.8% -$19.2K 1.22% 18
2014
Q4 		$2.58M Buy
23,036
+1,036
+5% +$118K 1.35% 12
2014
Q3 		$2.63M Sell
22,000
-213
-1% -$27.2K 1.37% 12
2014
Q2 		$2.9M Buy
22,213
+25
+0.1% +$3.11K 1.68% 8
2014
Q1 		$2.64M Buy
22,188
+642
+3% +$74.7K 1.64% 10
2013
Q4 		$2.69M Buy
21,546
+700
+3% +$84.6K 1.53% 13
2013
Q3 		$2.53M Buy
20,846
+211
+1% +$25.9K 1.53% 9
2013
Q2 		$2.44M Buy
+20,635
New +$2.49M 2.02% 7

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Indiana Trust & Investment Management's CVX Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $58.6K and leaving 5,565 shares worth $922K. The position accounts for 0.25% of the portfolio, ranked #68.

Indiana Trust & Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9M in Q2 2014. 1,863 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Indiana Trust & Investment Management held 5,565 shares of Chevron worth $922K as of Q2 2026.
  • Indiana Trust & Investment Management sold 315 Chevron shares in Q2 2026, an estimated $58.6K.
  • Chevron made up 0.25% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #68 holding.
  • Indiana Trust & Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Indiana Trust & Investment Management's Chevron position peaked at $2.9M in Q2 2014.
  • 1,863 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.