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tru Independence’s Chevron CVX Stock Holding History

tru Independence’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 		$200K Sell
1,207
-4
-0.3% -$745 0.09% 108
2026
Q1 		$251K Sell
1,211
-31,953
-96% -$5.83M 0.12% 85
2025
Q4 		$5.05M Buy
33,164
+518
+2% +$78.9K 1.27% 35
2025
Q3 		$5.07M Buy
32,646
+103
+0.3% +$16K 1.32% 32
2025
Q2 		$4.66M Buy
32,543
+615
+2% +$86.7K 1.35% 36
2025
Q1 		$5.34M Buy
31,928
+255
+0.8% +$39.9K 1.66% 20
2024
Q4 		$4.59M Sell
31,673
-1,186
-4% -$182K 1.44% 32
2024
Q3 		$4.84M Buy
32,859
+293
+0.9% +$43.6K 1.42% 34
2024
Q2 		$5.09M Sell
32,566
-183
-0.6% -$29.2K 1.54% 29
2024
Q1 		$5.17M Buy
+32,749
New +$4.94M 1.52% 34
2021
Q3 		– Sell
-830
Closed -$87K – 222
2021
Q2 		$87K Buy
+830
New +$87.6K 0.03% 142
2021
Q1 		– Sell
-4,372
Closed -$369 – 384
2020
Q4 		$369 Sell
4,372
-2,323
-35% -$188K ﹤0.01% 396
2020
Q3 		$482K Sell
6,695
-6,144
-48% -$517K 0.14% 118
2020
Q2 		$1.15M Buy
12,839
+818
+7% +$73.2K 0.17% 101
2020
Q1 		$871K Hold
12,021
– – 0.14% 106
2019
Q4 		$871K Buy
+12,021
New +$1.42M 0.13% 121

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

tru Independence's CVX Position: Q2 2026 in Review

tru Independence reduced its Chevron (CVX) stake by 0.33% in Q2 2026, selling an estimated $745 and leaving 1,207 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #108.

tru Independence first reported a position in CVX in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.34M in Q1 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • tru Independence held 1,207 shares of Chevron worth $200K as of Q2 2026.
  • tru Independence sold 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 0.09% of tru Independence's portfolio in Q2 2026, its #108 holding.
  • tru Independence first reported a position in Chevron in Q4 2019 and has held it in 16 quarters since.
  • tru Independence's Chevron position peaked at $5.34M in Q1 2025.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.