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Trivant Custom Portfolio Group’s Chevron CVX Stock Holding History

Trivant Custom Portfolio Group’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 		$3.15M Sell
18,998
-145
-0.8% -$27K 1.68% 16
2026
Q1 		$3.96M Buy
19,143
+3,187
+20% +$581K 2.17% 14
2025
Q4 		$2.43M Sell
15,956
-45
-0.3% -$6.85K 1.4% 18
2025
Q3 		$2.48M Sell
16,001
-186
-1% -$28.8K 1.28% 22
2025
Q2 		$2.32M Sell
16,187
-219
-1% -$30.9K 1.27% 21
2025
Q1 		$2.74M Buy
16,406
+167
+1% +$26.1K 1.58% 22
2024
Q4 		$2.35M Sell
16,239
-169
-1% -$25.9K 1.37% 24
2024
Q3 		$2.42M Buy
16,408
+220
+1% +$32.7K 1.39% 27
2024
Q2 		$2.53M Buy
16,188
+255
+2% +$40.7K 1.56% 26
2024
Q1 		$2.51M Sell
15,933
-16,480
-51% -$2.49M 1.6% 32
2023
Q4 		$4.83M Sell
32,413
-545
-2% -$82.4K 3.22% 5
2023
Q3 		$5.56M Buy
32,958
+212
+0.6% +$34.2K 4.09% 4
2023
Q2 		$5.15M Buy
32,746
+653
+2% +$105K 3.63% 5
2023
Q1 		$5.24M Buy
+32,093
New +$5.38M 3.74% 5

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

Trivant Custom Portfolio Group's CVX Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its Chevron (CVX) stake by 0.76% in Q2 2026, selling an estimated $27K and leaving 18,998 shares worth $3.15M. The position accounts for 1.68% of the portfolio, ranked #16.

Trivant Custom Portfolio Group first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.56M in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trivant Custom Portfolio Group held 18,998 shares of Chevron worth $3.15M as of Q2 2026.
  • Trivant Custom Portfolio Group sold 145 Chevron shares in Q2 2026, an estimated $27K.
  • Chevron made up 1.68% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #16 holding.
  • Trivant Custom Portfolio Group first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Trivant Custom Portfolio Group's Chevron position peaked at $5.56M in Q3 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.