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New Covenant Trust Company’s Chevron CVX Stock Holding History

New Covenant Trust Company’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 		$382K Buy
1,873
+62
+3% +$12.2K 0.26% 63
2026
Q2 		$300K Buy
1,811
+50
+3% +$9.31K 0.23% 72
2026
Q1 		$364K Hold
1,761
– – 0.33% 53
2025
Q4 		$275K Hold
1,761
– – 0.25% 67
2025
Q3 		$273K Hold
1,761
– – 0.25% 62
2025
Q2 		$253K Sell
1,761
-36
-2% -$5.08K 0.23% 69
2025
Q1 		$298K Sell
1,797
-39
-2% -$6.11K 0.32% 55
2024
Q4 		$263K Sell
1,836
-242
-12% -$37K 0.26% 68
2024
Q3 		$302K Hold
2,078
– – 0.29% 59
2024
Q2 		$331K Sell
2,078
-140
-6% -$22.3K 0.38% 41
2024
Q1 		$350K Buy
+2,218
New +$335K 0.35% 41

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

New Covenant Trust Company's CVX Position: Q3 2026 in Review

New Covenant Trust Company increased its Chevron (CVX) stake by 3.4% in Q3 2026, buying an estimated $12.2K and bringing the position to 1,873 shares worth $382K. The position accounts for 0.26% of the portfolio, ranked #63.

New Covenant Trust Company first reported a position in CVX in Q1 2024 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • New Covenant Trust Company held 1,873 shares of Chevron worth $382K as of Q3 2026.
  • New Covenant Trust Company bought 62 Chevron shares in Q3 2026, an estimated $12.2K.
  • Chevron made up 0.26% of New Covenant Trust Company's portfolio in Q3 2026, its #63 holding.
  • New Covenant Trust Company first reported a position in Chevron in Q1 2024 and has held it in 11 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.