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True North Advisors’s Chevron CVX Stock Holding History

True North 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 		$2.17M Sell
13,080
-621
-5% -$116K 0.21% 72
2026
Q1 		$2.83M Buy
13,701
+2,892
+27% +$527K 0.32% 56
2025
Q4 		$1.65M Sell
10,809
-3,139
-23% -$478K 0.21% 75
2025
Q3 		$2.17M Buy
13,948
+4,169
+43% +$646K 0.34% 49
2025
Q2 		$1.4M Sell
9,779
-2,707
-22% -$382K 0.27% 75
2025
Q1 		$2.09M Buy
12,486
+340
+3% +$53.2K 0.37% 64
2024
Q4 		$1.76M Buy
12,146
+4,657
+62% +$713K 0.41% 45
2024
Q3 		$1.1M Sell
7,489
-2,766
-27% -$412K 0.29% 58
2024
Q2 		$1.6M Buy
10,255
+119
+1% +$19K 0.43% 37
2024
Q1 		$1.6M Sell
10,136
-542
-5% -$81.8K 0.44% 38
2023
Q4 		$1.59M Sell
10,678
-3,880
-27% -$587K 0.41% 40
2023
Q3 		$2.45M Sell
14,558
-7,960
-35% -$1.29M 0.76% 19
2023
Q2 		$3.54M Buy
22,518
+1,057
+5% +$169K 1% 14
2023
Q1 		$3.5M Buy
21,461
+640
+3% +$107K 1.03% 15
2022
Q4 		$3.74M Sell
20,821
-9
-0% -$1.57K 1.27% 17
2022
Q3 		$2.99M Sell
20,830
-667
-3% -$102K 0.98% 21
2022
Q2 		$3.11M Buy
21,497
+842
+4% +$139K 0.97% 19
2022
Q1 		$3.36M Sell
20,655
-1,002
-5% -$144K 0.9% 20
2021
Q4 		$2.54M Buy
21,657
+94
+0.4% +$10.7K 0.43% 56
2021
Q3 		$2.19M Buy
21,563
+275
+1% +$27.4K 0.43% 56
2021
Q2 		$2.23M Buy
21,288
+2,326
+12% +$246K 0.46% 49
2021
Q1 		$1.99M Buy
18,962
+2,725
+17% +$266K 0.47% 47
2020
Q4 		$1.37M Sell
16,237
-263
-2% -$21.3K 0.35% 64
2020
Q3 		$1.19M Sell
16,500
-74
-0.4% -$6.22K 0.35% 65
2020
Q2 		$1.48M Buy
16,574
+9,695
+141% +$868K 0.36% 61
2020
Q1 		$498K Buy
6,879
+1,653
+32% +$163K 0.17% 71
2019
Q4 		$629K Buy
+5,226
New +$616K 0.18% 63

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

True North Advisors's CVX Position: Q2 2026 in Review

True North Advisors reduced its Chevron (CVX) stake by 4.5% in Q2 2026, selling an estimated $116K and leaving 13,080 shares worth $2.17M. The position accounts for 0.21% of the portfolio, ranked #72.

True North Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.74M in Q4 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • True North Advisors held 13,080 shares of Chevron worth $2.17M as of Q2 2026.
  • True North Advisors sold 621 Chevron shares in Q2 2026, an estimated $116K.
  • Chevron made up 0.21% of True North Advisors's portfolio in Q2 2026, its #72 holding.
  • True North Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Chevron position peaked at $3.74M in Q4 2022.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.