Trust Company of the South’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$497K Sell
2,996
-158
-5% -$29.4K 0.07% 88
2026
Q1
$653K Buy
3,154
+79
+3% +$14.4K 0.1% 66
2025
Q4
$469K Buy
3,075
+316
+11% +$48.1K 0.08% 84
2025
Q3
$428K Buy
2,759
+356
+15% +$55.1K 0.07% 84
2025
Q2
$344K Buy
2,403
+137
+6% +$19.3K 0.06% 99
2025
Q1
$379K Buy
2,266
+464
+26% +$72.6K 0.08% 87
2024
Q4
$261K Buy
+1,802
New +$276K 0.05% 108
2024
Q1
Sell
-2,022
Closed -$301K 121
2023
Q4
$301K Buy
+2,022
New +$306K 0.08% 86

Other funds holding CVX

Trust Company of the South's CVX Position: Q2 2026 in Review

Trust Company of the South reduced its Chevron (CVX) stake by 5% in Q2 2026, selling an estimated $29.4K and leaving 2,996 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #88.

Trust Company of the South first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $653K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trust Company of the South held 2,996 shares of Chevron worth $497K as of Q2 2026.
  • Trust Company of the South sold 158 Chevron shares in Q2 2026, an estimated $29.4K.
  • Chevron made up 0.07% of Trust Company of the South's portfolio in Q2 2026, its #88 holding.
  • Trust Company of the South first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Trust Company of the South's Chevron position peaked at $653K in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.