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Laird Norton Wetherby Trust Company’s Chevron CVX Stock Holding History

Laird Norton Wetherby Trust Company’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 		$15.4M Sell
74,330
-7,014
-9% -$1.28M 0.34% 46
2025
Q4 		$12.4M Buy
81,344
+53,020
+187% +$8.08M 0.26% 61
2025
Q3 		$4.4M Hold
28,324
– – 0.76% 28
2025
Q2 		$4.06M Hold
28,324
– – 0.56% 28
2025
Q1 		$4.74M Hold
28,324
– – 0.76% 25
2024
Q4 		$4.1M Hold
28,324
– – 0.56% 27
2024
Q3 		$4.17M Hold
28,324
– – 0.55% 26
2024
Q2 		$4.43M Hold
28,324
– – 0.62% 24
2024
Q1 		$4.47M Sell
28,324
-1,827
-6% -$276K 0.61% 27
2023
Q4 		$4.5M Buy
30,151
+28,219
+1,461% +$4.27M 0.53% 29
2023
Q3 		$326K Sell
1,932
-82
-4% -$13.2K 0.04% 87
2023
Q2 		$317K Sell
2,014
-39
-2% -$6.25K 0.04% 86
2023
Q1 		$335K Hold
2,053
– – 0.04% 79
2022
Q4 		$368K Buy
2,053
+574
+39% +$100K 0.05% 69
2022
Q3 		$212K Sell
1,479
-2,845
-66% -$434K 0.05% 65
2022
Q2 		$626K Sell
4,324
-5,044
-54% -$834K 0.08% 53
2022
Q1 		$1.52M Sell
9,368
-843
-8% -$121K 0.14% 53
2021
Q4 		$1.2M Sell
10,211
-1,261
-11% -$143K 0.11% 59
2021
Q3 		$1.16M Buy
11,472
+1,732
+18% +$173K 0.12% 60
2021
Q2 		$1.02M Sell
9,740
-1,139
-10% -$120K 0.11% 59
2021
Q1 		$938K Buy
10,879
+964
+10% +$94.1K 0.1% 58
2020
Q4 		$837K Buy
+9,915
New +$803K 0.09% 58

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 $336B AUM 34.66% 1-Year Est. Return

Laird Norton Wetherby Trust Company's CVX Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Chevron (CVX) stake by 8.6% in Q1 2026, selling an estimated $1.28M and leaving 74,330 shares worth $15.4M. The position accounts for 0.34% of the portfolio, ranked #46.

Laird Norton Wetherby Trust Company first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 74,330 shares of Chevron worth $15.4M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 7,014 Chevron shares in Q1 2026, an estimated $1.28M.
  • Chevron made up 0.34% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #46 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.