LT
CVX icon

Legacy Trust’s Chevron CVX Stock Holding History

Legacy Trust’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 		$1.55M Sell
7,512
-119
-2% -$21.7K 0.3% 68
2025
Q4 		$1.16M Buy
7,631
+684
+10% +$104K 0.22% 80
2025
Q3 		$1.08M Buy
6,947
+3,951
+132% +$612K 0.21% 78
2025
Q2 		$429K Sell
2,996
-254
-8% -$35.8K 0.11% 108
2025
Q1 		$544K Buy
3,250
+121
+4% +$18.9K 0.13% 101
2024
Q4 		$453K Buy
3,129
+18
+0.6% +$2.75K 0.11% 110
2024
Q3 		$458K Sell
3,111
-15
-0.5% -$2.23K 0.11% 112
2024
Q2 		$489K Buy
3,126
+200
+7% +$31.9K 0.12% 104
2024
Q1 		$462K Sell
2,926
-518
-15% -$78.2K 0.12% 110
2023
Q4 		$514K Buy
3,444
+143
+4% +$21.6K 0.13% 104
2023
Q3 		$557K Sell
3,301
-302
-8% -$48.8K 0.16% 94
2023
Q2 		$567K Buy
3,603
+315
+10% +$50.5K 0.16% 95
2023
Q1 		$536K Buy
3,288
+1,746
+113% +$293K 0.16% 97
2022
Q4 		$277K Buy
+1,542
New +$269K 0.09% 131

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 $295B AUM 31.6% 1-Year Est. Return

Legacy Trust's CVX Position: Q1 2026 in Review

Legacy Trust reduced its Chevron (CVX) stake by 1.6% in Q1 2026, selling an estimated $21.7K and leaving 7,512 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #68.

Legacy Trust first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Legacy Trust held 7,512 shares of Chevron worth $1.55M as of Q1 2026.
  • Legacy Trust sold 119 Chevron shares in Q1 2026, an estimated $21.7K.
  • Chevron made up 0.3% of Legacy Trust's portfolio in Q1 2026, its #68 holding.
  • Legacy Trust first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.