TLP
CVX icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Trinity Legacy Partners's CVX Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $102K and leaving 37,041 shares worth $6.81M. The position accounts for 1.36% of the portfolio, ranked #30.

Trinity Legacy Partners first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.03M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trinity Legacy Partners held 37,041 shares of Chevron worth $6.81M as of Q2 2026.
  • Trinity Legacy Partners sold 548 Chevron shares in Q2 2026, an estimated $102K.
  • Chevron made up 1.36% of Trinity Legacy Partners's portfolio in Q2 2026, its #30 holding.
  • Trinity Legacy Partners first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Trinity Legacy Partners's Chevron position peaked at $7.03M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.