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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
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 $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

InvesTrust's CVX Position: Q2 2026 in Review

InvesTrust reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $52.7K and leaving 17,374 shares worth $2.88M. The position accounts for 1.11% of the portfolio, ranked #32.

InvesTrust first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81M in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • InvesTrust held 17,374 shares of Chevron worth $2.88M as of Q2 2026.
  • InvesTrust sold 283 Chevron shares in Q2 2026, an estimated $52.7K.
  • Chevron made up 1.11% of InvesTrust's portfolio in Q2 2026, its #32 holding.
  • InvesTrust first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Chevron position peaked at $6.81M in Q1 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.