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truNorth Financial Services’s Chevron CVX Stock Holding History

truNorth Financial Services’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 		$209K Buy
1,260
+156
+14% +$29K 0.19% 57
2026
Q1 		$228K Buy
+1,104
New +$201K 0.24% 47

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

truNorth Financial Services's CVX Position: Q2 2026 in Review

truNorth Financial Services increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $29K and bringing the position to 1,260 shares worth $209K. The position accounts for 0.19% of the portfolio, ranked #57.

truNorth Financial Services first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • truNorth Financial Services held 1,260 shares of Chevron worth $209K as of Q2 2026.
  • truNorth Financial Services bought 156 Chevron shares in Q2 2026, an estimated $29K.
  • Chevron made up 0.19% of truNorth Financial Services's portfolio in Q2 2026, its #57 holding.
  • truNorth Financial Services first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • truNorth Financial Services's Chevron position peaked at $228K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.