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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
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

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New Covenant Trust Company's CVX Position: Q2 2026 in Review

New Covenant Trust Company increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $9.31K and bringing the position to 1,811 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #72.

New Covenant Trust Company first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $364K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • New Covenant Trust Company held 1,811 shares of Chevron worth $300K as of Q2 2026.
  • New Covenant Trust Company bought 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.23% of New Covenant Trust Company's portfolio in Q2 2026, its #72 holding.
  • New Covenant Trust Company first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • New Covenant Trust Company's Chevron position peaked at $364K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.