Sanibel Captiva Trust Company’s Chevron CVX Stock Holding History

Sanibel Captiva 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	$30.2M	Buy	182,025 +4,650	+3%	+$865K	0.75%	33
2026 Q1	$36.7M	Buy	177,375 +3,201	+2%	+$584K	1.03%	23
2025 Q4	$26.5M	Buy	174,174 +2,276	+1%	+$347K	0.73%	35
2025 Q3	$26.7M	Sell	171,898 -103	-0.1%	-$16K	0.76%	32
2025 Q2	$24.6M	Sell	172,001 -1,249	-0.7%	-$176K	0.76%	33
2025 Q1	$29M	Buy	173,250 +745	+0.4%	+$117K	0.94%	26
2024 Q4	$25M	Buy	172,505 +9,775	+6%	+$1.5M	0.8%	32
2024 Q3	$24M	Buy	162,730 +11,149	+7%	+$1.66M	0.77%	34
2024 Q2	$23.7M	Buy	151,581 +8,972	+6%	+$1.43M	0.81%	34
2024 Q1	$22.5M	Buy	142,609 +6,460	+5%	+$975K	0.77%	37
2023 Q4	$20.3M	Buy	+136,149	New	+$20.6M	0.75%	37

Other funds holding CVX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sanibel Captiva Trust Company's CVX Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Chevron (CVX) stake by 2.6% in Q2 2026, buying an estimated $865K and bringing the position to 182,025 shares worth $30.2M. The position accounts for 0.75% of the portfolio, ranked #33.

Sanibel Captiva Trust Company first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7M in Q1 2026. 2,339 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sanibel Captiva Trust Company held 182,025 shares of Chevron worth $30.2M as of Q2 2026.
Sanibel Captiva Trust Company bought 4,650 Chevron shares in Q2 2026, an estimated $865K.
Chevron made up 0.75% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #33 holding.
Sanibel Captiva Trust Company first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Chevron position peaked at $36.7M in Q1 2026.
2,339 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.