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Timothy G. Youngquist 2020 Irrevocable Trust’s Chevron CVX Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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 		– Sell
-668
Closed -$138K – 214
2026
Q1 		$138K Buy
+668
New +$122K 0.06% 136

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's CVX Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Chevron (CVX) in Q2 2026, closing a stake of 668 shares — an estimated $138K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $138K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 668 Chevron shares in Q2 2026, an estimated $138K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Chevron position peaked at $138K in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.