Steadtrust’s Chevron CVX Stock Holding History

Steadtrust’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	$247K	Buy	1,488 +3	+0.2%	+$558	0.12%	120
2026 Q1	$307K	Buy	1,485 +1	+0.1%	+$182	0.17%	105
2025 Q4	$226K	Buy	+1,484	New	+$226K	0.14%	113

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Steadtrust's CVX Position: Q2 2026 in Review

Steadtrust increased its Chevron (CVX) stake by 0.2% in Q2 2026, buying an estimated $558 and bringing the position to 1,488 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #120.

Steadtrust first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $307K in Q1 2026. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Steadtrust held 1,488 shares of Chevron worth $247K as of Q2 2026.
Steadtrust bought 3 Chevron shares in Q2 2026, an estimated $558.
Chevron made up 0.12% of Steadtrust's portfolio in Q2 2026, its #120 holding.
Steadtrust first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
Steadtrust's Chevron position peaked at $307K in Q1 2026.
4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.