TruNorth Capital Management’s Chevron CVX Stock Holding History

TruNorth Capital Management’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	$358K	Buy	2,161 +9	+0.4%	+$1.68K	0.06%	85
2026 Q1	$445K	Buy	2,152 +83	+4%	+$15.1K	0.09%	64
2025 Q4	$315K	Buy	2,069 +295	+17%	+$44.9K	0.06%	80
2025 Q3	$275K	Buy	1,774 +338	+24%	+$52.3K	0.05%	78
2025 Q2	$206K	Sell	1,436 -885	-38%	-$125K	0.05%	86
2025 Q1	$388K	Buy	2,321 +885	+62%	+$139K	0.1%	68
2024 Q4	$208K	Hold	1,436	–	–	0.06%	68
2024 Q3	$211K	Buy	1,436 +198	+16%	+$29.5K	0.06%	63
2024 Q2	$194K	Buy	1,238 +625	+102%	+$99.7K	0.06%	65
2024 Q1	$96.7K	Buy	+613	New	+$92.5K	0.03%	80

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TruNorth Capital Management's CVX Position: Q2 2026 in Review

TruNorth Capital Management increased its Chevron (CVX) stake by 0.42% in Q2 2026, buying an estimated $1.68K and bringing the position to 2,161 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #85.

TruNorth Capital Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $445K in Q1 2026. 2,315 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

TruNorth Capital Management held 2,161 shares of Chevron worth $358K as of Q2 2026.
TruNorth Capital Management bought 9 Chevron shares in Q2 2026, an estimated $1.68K.
Chevron made up 0.06% of TruNorth Capital Management's portfolio in Q2 2026, its #85 holding.
TruNorth Capital Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's Chevron position peaked at $445K in Q1 2026.
2,315 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.