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New Hampshire Trust’s Chevron CVX Stock Holding History

New Hampshire 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 		$1.61M Buy
9,714
+263
+3% +$49K 0.3% 65
2026
Q1 		$1.96M Sell
9,451
-1,032
-10% -$188K 0.39% 62
2025
Q4 		$1.6M Sell
10,483
-1,693
-14% -$258K 0.31% 64
2025
Q3 		$1.89M Buy
12,176
+598
+5% +$92.6K 0.37% 62
2025
Q2 		$1.66M Buy
11,578
+362
+3% +$51K 0.35% 65
2025
Q1 		$1.88M Sell
11,216
-215
-2% -$33.7K 0.43% 58
2024
Q4 		$1.66M Sell
11,431
-40
-0.3% -$6.12K 0.35% 64
2024
Q3 		$1.69M Sell
11,471
-41
-0.4% -$6.1K 0.36% 66
2024
Q2 		$1.8M Sell
11,512
-1,909
-14% -$304K 0.41% 62
2024
Q1 		$2.12M Sell
13,421
-450
-3% -$67.9K 0.49% 57
2023
Q4 		$2.07M Sell
13,871
-348
-2% -$52.6K 0.5% 58
2023
Q3 		$2.4M Sell
14,219
-222
-2% -$35.9K 0.65% 51
2023
Q2 		$2.27M Buy
14,441
+214
+2% +$34.3K 0.59% 55
2023
Q1 		$2.32M Sell
14,227
-671
-5% -$112K 0.62% 51
2022
Q4 		$2.67M Buy
+14,898
New +$2.6M 0.71% 44

Other funds holding CVX

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
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
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

New Hampshire Trust's CVX Position: Q2 2026 in Review

New Hampshire Trust increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $49K and bringing the position to 9,714 shares worth $1.61M. The position accounts for 0.3% of the portfolio, ranked #65.

New Hampshire Trust first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q4 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • New Hampshire Trust held 9,714 shares of Chevron worth $1.61M as of Q2 2026.
  • New Hampshire Trust bought 263 Chevron shares in Q2 2026, an estimated $49K.
  • Chevron made up 0.3% of New Hampshire Trust's portfolio in Q2 2026, its #65 holding.
  • New Hampshire Trust first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's Chevron position peaked at $2.67M in Q4 2022.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.