Parkside Financial Bank & Trust’s Chevron CVX Stock Holding History

Parkside Financial Bank & 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 Q1	$3.91M	Sell	18,877 -99	-0.5%	-$18.1K	0.3%	55
2025 Q4	$2.89M	Buy	18,976 +704	+4%	+$107K	0.22%	72
2025 Q3	$2.84M	Buy	18,272 +1,003	+6%	+$155K	0.22%	70
2025 Q2	$2.47M	Buy	17,269 +2,339	+16%	+$330K	0.27%	73
2025 Q1	$2.5M	Sell	14,930 -310	-2%	-$48.5K	0.32%	64
2024 Q4	$2.21M	Buy	15,240 +66	+0.4%	+$10.1K	0.29%	63
2024 Q3	$2.23M	Sell	15,174 -126	-0.8%	-$18.8K	0.31%	65
2024 Q2	$2.39M	Sell	15,300 -238	-2%	-$38K	0.37%	53
2024 Q1	$2.45M	Buy	15,538 +1,278	+9%	+$193K	0.39%	54
2023 Q4	$2.13M	Buy	14,260 +1,838	+15%	+$278K	0.39%	52
2023 Q3	$2.09M	Buy	12,422 +2,396	+24%	+$387K	0.49%	40
2023 Q2	$1.58M	Buy	10,026 +1,062	+12%	+$170K	0.37%	48
2023 Q1	$1.46M	Buy	8,964 +52	+0.6%	+$8.72K	0.39%	45
2022 Q4	$1.6M	Buy	8,912 +661	+8%	+$115K	0.46%	40
2022 Q3	$1.19M	Sell	8,251 -123	-1%	-$18.8K	0.38%	47
2022 Q2	$1.21M	Sell	8,374 -41	-0.5%	-$6.78K	0.37%	49
2022 Q1	$1.37M	Sell	8,415 -64	-0.8%	-$9.18K	0.37%	44
2021 Q4	$995K	Sell	8,479 -689	-8%	-$78.3K	0.25%	71
2021 Q3	$930K	Sell	9,168 -298	-3%	-$29.7K	0.27%	55
2021 Q2	$991K	Sell	9,466 -5,900	-38%	-$623K	0.29%	52
2021 Q1	$1.61M	Sell	15,366 -356	-2%	-$34.8K	0.49%	36
2020 Q4	$1.33M	Buy	15,722 +3,257	+26%	+$264K	0.42%	40
2020 Q3	$898K	Sell	12,465 -3,827	-23%	-$322K	0.31%	49
2020 Q2	$1.45M	Sell	16,292 -860	-5%	-$77K	0.48%	36
2020 Q1	$1.24M	Sell	17,152 -197	-1%	-$19.5K	0.47%	33
2019 Q4	$2.09M	Buy	17,349 +7,281	+72%	+$858K	0.61%	27
2019 Q3	$1.19M	Buy	10,068 +2,086	+26%	+$253K	0.39%	41
2019 Q2	$994K	Sell	7,982 -345	-4%	-$41.7K	0.32%	49
2019 Q1	$1.03M	Buy	8,327 +479	+6%	+$56.7K	0.35%	46
2018 Q4	$853K	Buy	7,848 +735	+10%	+$85.1K	0.3%	50
2018 Q3	$870K	Sell	7,113 -419	-6%	-$50.8K	0.3%	54
2018 Q2	$952K	Buy	7,532 +22	+0.3%	+$2.73K	0.35%	48
2018 Q1	$856K	Sell	7,510 -118	-2%	-$14.1K	0.32%	55
2017 Q4	$955K	Buy	7,628 +843	+12%	+$100K	0.35%	53
2017 Q3	$797K	Buy	6,785 +80	+1%	+$8.73K	0.31%	55
2017 Q2	$700K	Buy	6,705 +266	+4%	+$28.2K	0.29%	61
2017 Q1	$692K	Sell	6,439 -19	-0.3%	-$2.13K	0.3%	63
2016 Q4	$760K	Buy	6,458 +756	+13%	+$82.3K	0.33%	63
2016 Q3	$587K	Buy	5,702 +120	+2%	+$12.3K	0.27%	70
2016 Q2	$585K	Sell	5,582 -934	-14%	-$93.9K	0.28%	68
2016 Q1	$622K	Buy	6,516 +552	+9%	+$48.3K	0.31%	63
2015 Q4	$536K	Buy	5,964 +148	+3%	+$13.3K	0.27%	70
2015 Q3	$459K	Sell	5,816 -5,929	-50%	-$499K	0.26%	73
2015 Q2	$1.13M	Sell	11,745 -359	-3%	-$37.7K	0.6%	41
2015 Q1	$1.27M	Buy	12,104 +689	+6%	+$73.5K	0.68%	40
2014 Q4	$1.28M	Sell	11,415 -352	-3%	-$40K	0.72%	38
2014 Q3	$1.4M	Sell	11,767 -910	-7%	-$116K	0.85%	29
2014 Q2	$1.66M	Sell	12,677 -81	-0.6%	-$10.1K	0.98%	24
2014 Q1	$1.52M	Sell	12,758 -2,248	-15%	-$261K	0.95%	27
2013 Q4	$1.87M	Sell	15,006 -310	-2%	-$37.5K	1.27%	18
2013 Q3	$1.86M	Sell	15,316 -354	-2%	-$43.5K	1.45%	14
2013 Q2	$1.85M	Buy	+15,670	New	+$1.89M	1.46%	15

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Parkside Financial Bank & Trust's CVX Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Chevron (CVX) stake by 0.52% in Q1 2026, selling an estimated $18.1K and leaving 18,877 shares worth $3.91M. The position accounts for 0.3% of the portfolio, ranked #55.

Parkside Financial Bank & Trust first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Parkside Financial Bank & Trust held 18,877 shares of Chevron worth $3.91M as of Q1 2026.
Parkside Financial Bank & Trust sold 99 Chevron shares in Q1 2026, an estimated $18.1K.
Chevron made up 0.3% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #55 holding.
Parkside Financial Bank & Trust first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.