National Philanthropic Trust’s Chevron CVX Stock Holding History

National Philanthropic 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	$6.41M	Buy	38,666 +380	+1%	+$70.7K	0.09%	81
2026 Q1	$7.92M	Buy	38,286 +422	+1%	+$77K	0.08%	72
2025 Q4	$5.77M	Buy	37,864 +12,102	+47%	+$1.84M	0.06%	95
2025 Q3	$4M	Buy	25,762 +873	+4%	+$135K	0.04%	111
2025 Q2	$3.56M	Buy	24,889 +838	+3%	+$118K	0.05%	106
2025 Q1	$4.02M	Hold	24,051	–	–	0.07%	94
2024 Q4	$3.48M	Buy	+24,051	New	+$3.68M	0.05%	106
2024 Q2	–	Sell	-2,060	Closed	-$325K	–	263
2024 Q1	$325K	Sell	2,060 -1,365	-40%	-$206K	0.01%	223
2023 Q4	$511K	Buy	+3,425	New	+$518K	0.01%	210

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Philanthropic Trust's CVX Position: Q2 2026 in Review

National Philanthropic Trust increased its Chevron (CVX) stake by 0.99% in Q2 2026, buying an estimated $70.7K and bringing the position to 38,666 shares worth $6.41M. The position accounts for 0.09% of the portfolio, ranked #81.

National Philanthropic Trust first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.92M in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

National Philanthropic Trust held 38,666 shares of Chevron worth $6.41M as of Q2 2026.
National Philanthropic Trust bought 380 Chevron shares in Q2 2026, an estimated $70.7K.
Chevron made up 0.09% of National Philanthropic Trust's portfolio in Q2 2026, its #81 holding.
National Philanthropic Trust first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
National Philanthropic Trust's Chevron position peaked at $7.92M in Q1 2026.
3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.