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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
Q3 		$1.66M Sell
7,056
-397
-5% -$78.2K 0.28% 71
2026
Q2 		$1.24M Sell
7,453
-59
-0.8% -$11K 0.22% 78
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% +$2.76K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Legacy Trust's CVX Position: Q3 2026 in Review

Legacy Trust reduced its Chevron (CVX) stake by 5.3% in Q3 2026, selling an estimated $78.2K and leaving 7,056 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #71.

Legacy Trust first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Legacy Trust held 7,056 shares of Chevron worth $1.66M as of Q3 2026.
  • Legacy Trust sold 397 Chevron shares in Q3 2026, an estimated $78.2K.
  • Chevron made up 0.28% of Legacy Trust's portfolio in Q3 2026, its #71 holding.
  • Legacy Trust first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.