InvesTrust
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InvesTrust’s Chevron CVX Stock Holding History

InvesTrust’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
Q3 		$3.1M Sell
15,202
-2,172
-13% -$428K 1.26% 23
2026
Q2 		$2.88M Sell
17,374
-283
-2% -$52.7K 1.11% 32
2026
Q1 		$3.65M Sell
17,657
-610
-3% -$111K 1.54% 20
2025
Q4 		$2.78M Sell
18,267
-213
-1% -$32.4K 1.08% 30
2025
Q3 		$2.87M Sell
18,480
-8
-0% -$1.24K 1.05% 31
2025
Q2 		$2.65M Sell
18,488
-22,249
-55% -$3.14M 1.02% 33
2025
Q1 		$6.81M Sell
40,737
-545
-1% -$85.3K 1.86% 24
2024
Q4 		$5.95M Buy
+41,282
New +$6.32M 1.65% 31

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

InvesTrust's CVX Position: Q3 2026 in Review

InvesTrust reduced its Chevron (CVX) stake by 13% in Q3 2026, selling an estimated $428K and leaving 15,202 shares worth $3.1M. The position accounts for 1.26% of the portfolio, ranked #23.

InvesTrust first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.81M in Q1 2025. 2,137 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • InvesTrust held 15,202 shares of Chevron worth $3.1M as of Q3 2026.
  • InvesTrust sold 2,172 Chevron shares in Q3 2026, an estimated $428K.
  • Chevron made up 1.26% of InvesTrust's portfolio in Q3 2026, its #23 holding.
  • InvesTrust first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Chevron position peaked at $6.81M in Q1 2025.
  • 2,137 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.