TTWM
CVX icon

TCV Trust & Wealth Management’s Chevron CVX Stock Holding History

TCV Trust & Wealth Management’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 		$15.1M Sell
90,960
-1,790
-2% -$333K 1.14% 30
2026
Q1 		$19.2M Sell
92,750
-1,500
-2% -$274K 1.61% 18
2025
Q4 		$14.4M Buy
94,250
+1,527
+2% +$233K 1.16% 28
2025
Q3 		$14.4M Sell
92,723
-499
-0.5% -$77.3K 1.21% 29
2025
Q2 		$13.3M Sell
93,222
-1,612
-2% -$227K 1.17% 30
2025
Q1 		$15.9M Sell
94,834
-883
-0.9% -$138K 1.47% 26
2024
Q4 		$13.9M Buy
95,717
+965
+1% +$148K 1.28% 27
2024
Q3 		$14M Sell
94,752
-476
-0.5% -$70.8K 1.25% 32
2024
Q2 		$14.9M Sell
95,228
-320
-0.3% -$51K 1.42% 26
2024
Q1 		$15.1M Sell
95,548
-1,936
-2% -$292K 1.44% 24
2023
Q4 		$14.5M Sell
97,484
-1,236
-1% -$187K 1.47% 22
2023
Q3 		$16.6M Buy
98,720
+1,133
+1% +$183K 1.84% 13
2023
Q2 		$15.4M Sell
97,587
-2,062
-2% -$331K 1.63% 15
2023
Q1 		$16.3M Sell
99,649
-1,024
-1% -$172K 1.81% 13
2022
Q4 		$18.1M Sell
100,673
-1,268
-1% -$221K 2.05% 10
2022
Q3 		$14.6M Buy
101,941
+908
+0.9% +$138K 1.86% 11
2022
Q2 		$14.6M Buy
101,033
+339
+0.3% +$56K 1.75% 14
2022
Q1 		$16.4M Sell
100,694
-4,495
-4% -$645K 1.75% 14
2021
Q4 		$12.3M Buy
105,189
+5,913
+6% +$672K 1.23% 30
2021
Q3 		$10.1M Buy
99,276
+1,573
+2% +$157K 1.12% 34
2021
Q2 		$10.1M Buy
97,703
+485
+0.5% +$51.2K 1.11% 35
2021
Q1 		$10.2M Sell
97,218
-2,005
-2% -$196K 1.18% 33
2020
Q4 		$8.38M Buy
99,223
+1,020
+1% +$82.6K 1.02% 42
2020
Q3 		$7.07M Sell
98,203
-103
-0.1% -$8.66K 0.95% 44
2020
Q2 		$8.77M Sell
98,306
-1,628
-2% -$146K 1.24% 32
2020
Q1 		$7.24M Sell
99,934
-4,155
-4% -$411K 1.19% 35
2019
Q4 		$12.5M Sell
104,089
-4,640
-4% -$547K 1.52% 25
2019
Q3 		$12.9M Buy
108,729
+1,942
+2% +$236K 1.67% 21
2019
Q2 		$13.3M Buy
106,787
+1,858
+2% +$225K 1.72% 19
2019
Q1 		$12.9M Sell
104,929
-1,844
-2% -$218K 1.71% 19
2018
Q4 		$11.6M Buy
106,773
+28,405
+36% +$3.29M 1.7% 20
2018
Q3 		$9.58M Buy
78,368
+95
+0.1% +$11.5K 1.28% 31
2018
Q2 		$9.9M Buy
78,273
+456
+0.6% +$56.6K 1.38% 26
2018
Q1 		$8.87M Buy
77,817
+4,472
+6% +$535K 1.27% 30
2017
Q4 		$9.18M Sell
73,345
-969
-1% -$115K 1.28% 32
2017
Q3 		$8.73M Sell
74,314
-1,191
-2% -$130K 1.29% 28
2017
Q2 		$7.88M Buy
75,505
+105
+0.1% +$11.1K 1.19% 29
2017
Q1 		$8.1M Buy
75,400
+1,020
+1% +$114K 1.24% 30
2016
Q4 		$8.76M Buy
74,380
+834
+1% +$90.8K 1.42% 21
2016
Q3 		$7.57M Sell
73,546
-1,241
-2% -$127K 1.28% 29
2016
Q2 		$7.84M Buy
74,787
+897
+1% +$90.2K 1.36% 25
2016
Q1 		$7.05M Buy
73,890
+1,229
+2% +$107K 1.27% 28
2015
Q4 		$6.54M Buy
72,661
+29
+0% +$2.62K 1.16% 29
2015
Q3 		$5.73M Buy
72,632
+4,373
+6% +$368K 1.04% 32
2015
Q2 		$6.58M Buy
68,259
+2,238
+3% +$235K 1.08% 30
2015
Q1 		$6.93M Sell
66,021
-442
-0.7% -$47.2K 1.12% 28
2014
Q4 		$7.46M Sell
66,463
-549
-0.8% -$62.4K 1.23% 23
2014
Q3 		$8M Sell
67,012
-1,417
-2% -$181K 1.35% 21
2014
Q2 		$8.93M Buy
68,429
+4,063
+6% +$505K 1.46% 16
2014
Q1 		$7.65M Sell
64,366
-903
-1% -$105K 1.29% 22
2013
Q4 		$8.15M Buy
65,269
+2,259
+4% +$273K 1.39% 18
2013
Q3 		$7.66M Buy
63,010
+417
+0.7% +$51.3K 1.49% 13
2013
Q2 		$7.41M Buy
+62,593
New +$7.57M 1.52% 14

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TCV Trust & Wealth Management's CVX Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $333K and leaving 90,960 shares worth $15.1M. The position accounts for 1.14% of the portfolio, ranked #30.

TCV Trust & Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.2M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TCV Trust & Wealth Management held 90,960 shares of Chevron worth $15.1M as of Q2 2026.
  • TCV Trust & Wealth Management sold 1,790 Chevron shares in Q2 2026, an estimated $333K.
  • Chevron made up 1.14% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #30 holding.
  • TCV Trust & Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Chevron position peaked at $19.2M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.