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Trinity Legacy Partners’s Chevron CVX Stock Holding History

Trinity Legacy Partners’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
2021
Q3 		– Sell
-3,500
Closed -$2K – 111
2021
Q2 		$2K Buy
3,500
+1,200
+52% +$127K ﹤0.01% 109
2021
Q1 		$3K Buy
2,300
+1,600
+229% +$156K ﹤0.01% 96
2020
Q4 		$5K Buy
+700
New +$56.7K ﹤0.01% 84

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Trinity Legacy Partners's CVX Position: Q1 2026 in Review

Trinity Legacy Partners reduced its Chevron (CVX) stake by 3.6% in Q1 2026, selling an estimated $258K and leaving 37,589 shares worth $7.03M. The position accounts for 1.52% of the portfolio, ranked #22.

Trinity Legacy Partners first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Trinity Legacy Partners held 37,589 shares of Chevron worth $7.03M as of Q1 2026.
  • Trinity Legacy Partners sold 1,417 Chevron shares in Q1 2026, an estimated $258K.
  • Chevron made up 1.52% of Trinity Legacy Partners's portfolio in Q1 2026, its #22 holding.
  • Trinity Legacy Partners first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.