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Midwest Trust’s Chevron CVX Stock Holding History

Midwest 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 		$48M Sell
289,816
-7,854
-3% -$1.46M 0.54% 46
2026
Q1 		$61.6M Sell
297,670
-4,654
-2% -$849K 0.77% 36
2025
Q4 		$46.1M Sell
302,324
-8,319
-3% -$1.27M 0.57% 46
2025
Q3 		$48.2M Buy
310,643
+26,635
+9% +$4.13M 0.63% 42
2025
Q2 		$40.7M Buy
+284,008
New +$40M 0.56% 46

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Midwest Trust's CVX Position: Q2 2026 in Review

Midwest Trust reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $1.46M and leaving 289,816 shares worth $48M. The position accounts for 0.54% of the portfolio, ranked #46.

Midwest Trust first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $61.6M in Q1 2026. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Midwest Trust held 289,816 shares of Chevron worth $48M as of Q2 2026.
  • Midwest Trust sold 7,854 Chevron shares in Q2 2026, an estimated $1.46M.
  • Chevron made up 0.54% of Midwest Trust's portfolio in Q2 2026, its #46 holding.
  • Midwest Trust first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Chevron position peaked at $61.6M in Q1 2026.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.