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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
Q2 		$12.5M Buy
75,351
+1,021
+1% +$190K 0.24% 68
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laird Norton Wetherby Trust Company's CVX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $190K and bringing the position to 75,351 shares worth $12.5M. The position accounts for 0.24% of the portfolio, ranked #68.

Laird Norton Wetherby Trust Company first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.4M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 75,351 shares of Chevron worth $12.5M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 1,021 Chevron shares in Q2 2026, an estimated $190K.
  • Chevron made up 0.24% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #68 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Laird Norton Wetherby Trust Company's Chevron position peaked at $15.4M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.