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Trinity Financial Advisors’s Chevron CVX Stock Holding History

Trinity Financial Advisors’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 		$254K Sell
1,534
-1
-0.1% -$186 0.07% 83
2026
Q1 		$318K Sell
1,535
-189
-11% -$34.5K 0.09% 71
2025
Q4 		$263K Hold
1,724
– – 0.07% 79
2025
Q3 		$268K Buy
1,724
+242
+16% +$37.5K 0.08% 83
2025
Q2 		$212K Buy
1,482
+1
+0.1% +$141 0.07% 87
2025
Q1 		$231K Buy
1,481
+71
+5% +$11.1K 0.08% 79
2024
Q4 		$207K Sell
1,410
-32
-2% -$4.9K 0.08% 83
2024
Q3 		$204K Buy
1,442
+4
+0.3% +$595 0.09% 82
2024
Q2 		$225K Buy
1,438
+1
+0.1% +$159 0.1% 78
2024
Q1 		$227K Sell
1,437
-208
-13% -$31.4K 0.1% 69
2023
Q4 		$245K Buy
1,645
+11
+0.7% +$1.66K 0.12% 63
2023
Q3 		$276K Buy
1,634
+8
+0.5% +$1.29K 0.15% 57
2023
Q2 		$256K Buy
1,626
+3
+0.2% +$481 0.14% 63
2023
Q1 		$265K Buy
1,623
+107
+7% +$17.9K 0.16% 56
2022
Q4 		$272K Buy
1,516
+3
+0.2% +$524 0.18% 51
2022
Q3 		$217K Buy
+1,513
New +$231K 0.16% 66
2022
Q2 		– Sell
-1,281
Closed -$209K – 31
2022
Q1 		$209K Buy
+1,281
New +$184K 0.13% 63

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

Trinity Financial Advisors's CVX Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Chevron (CVX) stake by 0.07% in Q2 2026, selling an estimated $186 and leaving 1,534 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #83.

Trinity Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $318K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trinity Financial Advisors held 1,534 shares of Chevron worth $254K as of Q2 2026.
  • Trinity Financial Advisors sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.07% of Trinity Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Trinity Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Trinity Financial Advisors's Chevron position peaked at $318K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.