Truist Financial
CVX icon

Truist Financial’s Chevron CVX Stock Holding History

Truist Financial’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
Q4 		– Sell
-9,500
Closed -$964K – 2759
2021
Q3 		$964K Buy
+9,500
New +$948K ﹤0.01% 1630

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial's CVX Position: Q2 2026 in Review

Truist Financial reduced its Chevron (CVX) stake by 5.3% in Q2 2026, selling an estimated $13.3M and leaving 1,284,524 shares worth $213M. The position accounts for 0.25% of the portfolio, ranked #76.

Truist Financial first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $420M in Q4 2022. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Truist Financial held 1,284,524 shares of Chevron worth $213M as of Q2 2026.
  • Truist Financial sold 71,698 Chevron shares in Q2 2026, an estimated $13.3M.
  • Chevron made up 0.25% of Truist Financial's portfolio in Q2 2026, its #76 holding.
  • Truist Financial first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's Chevron position peaked at $420M in Q4 2022.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.