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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
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% +$2.75K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Legacy Trust's CVX Position: Q2 2026 in Review

Legacy Trust reduced its Chevron (CVX) stake by 0.79% in Q2 2026, selling an estimated $11K and leaving 7,453 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #78.

Legacy Trust first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Trust held 7,453 shares of Chevron worth $1.24M as of Q2 2026.
  • Legacy Trust sold 59 Chevron shares in Q2 2026, an estimated $11K.
  • Chevron made up 0.22% of Legacy Trust's portfolio in Q2 2026, its #78 holding.
  • Legacy Trust first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Chevron position peaked at $1.55M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.