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Trust Investment Advisors’s Chevron CVX Stock Holding History

Trust Investment 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 		$1.45M Buy
8,734
+2
+0% +$372 0.69% 42
2026
Q1 		$1.81M Sell
8,732
-1,482
-15% -$270K 1.06% 28
2025
Q4 		$1.56M Buy
10,214
+271
+3% +$41.3K 0.83% 38
2025
Q3 		$1.54M Buy
9,943
+178
+2% +$27.6K 0.87% 38
2025
Q2 		$1.4M Sell
9,765
-1,844
-16% -$260K 0.85% 38
2025
Q1 		$1.94M Buy
11,609
+1,625
+16% +$254K 1.25% 20
2024
Q4 		$1.45M Buy
9,984
+302
+3% +$46.2K 0.92% 37
2024
Q3 		$1.43M Sell
9,682
-736
-7% -$110K 0.91% 33
2024
Q2 		$1.63M Buy
10,418
+51
+0.5% +$8.13K 1.04% 27
2024
Q1 		$1.64M Buy
10,367
+53
+0.5% +$8K 1.18% 25
2023
Q4 		$1.54M Buy
10,314
+8
+0.1% +$1.21K 1.2% 26
2023
Q3 		$1.74M Sell
10,306
-1,691
-14% -$273K 1.49% 11
2023
Q2 		$1.89M Buy
11,997
+1,454
+14% +$233K 1.52% 11
2023
Q1 		$1.72M Sell
10,543
-174
-2% -$29.2K 1.54% 11
2022
Q4 		$1.92M Buy
10,717
+255
+2% +$44.5K 1.81% 8
2022
Q3 		$1.5M Sell
10,462
-1,389
-12% -$212K 1.57% 9
2022
Q2 		$1.72M Buy
11,851
+65
+0.6% +$10.7K 1.65% 8
2022
Q1 		$1.92M Buy
11,786
+1,260
+12% +$181K 1.56% 9
2021
Q4 		$1.24M Buy
10,526
+354
+3% +$40.2K 0.97% 44
2021
Q3 		$1.03M Sell
10,172
-93
-0.9% -$9.28K 0.92% 51
2021
Q2 		$1.07M Buy
10,265
+561
+6% +$59.2K 0.95% 47
2021
Q1 		$1.02M Buy
9,704
+1,027
+12% +$100K 1% 44
2020
Q4 		$733K Sell
8,677
-142
-2% -$11.5K 0.74% 55
2020
Q3 		$635K Sell
8,819
-207
-2% -$17.4K 0.74% 49
2020
Q2 		$805K Buy
+9,026
New +$808K 1.03% 39
2018
Q3 		– Sell
-1,600
Closed -$202K – 84
2018
Q2 		$202K Buy
+1,600
New +$199K 0.22% 82
2018
Q1 		– Sell
-1,600
Closed -$200K – 85
2017
Q4 		$200K Buy
+1,600
New +$190K 0.22% 84
2015
Q3 		– Sell
-11,679
Closed -$1.13M – 99
2015
Q2 		$1.13M Sell
11,679
-100
-0.8% -$10.5K 1.15% 44
2015
Q1 		$1.24M Sell
11,779
-455
-4% -$48.6K 1.23% 33
2014
Q4 		$1.37M Sell
12,234
-250
-2% -$28.4K 1.4% 27
2014
Q3 		$1.49M Sell
12,484
-570
-4% -$72.7K 1.44% 24
2014
Q2 		$1.7M Sell
13,054
-260
-2% -$32.3K 1.64% 6
2014
Q1 		$1.58M Sell
13,314
-175
-1% -$20.4K 1.59% 13
2013
Q4 		$1.69M Buy
+13,489
New +$1.63M 1.74% 8

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Trust Investment Advisors's CVX Position: Q2 2026 in Review

Trust Investment Advisors increased its Chevron (CVX) stake by 0.02% in Q2 2026, buying an estimated $372 and bringing the position to 8,734 shares worth $1.45M. The position accounts for 0.69% of the portfolio, ranked #42.

Trust Investment Advisors first reported a position in CVX in Q4 2013 and has held it in 34 quarters since. The position peaked at $1.94M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trust Investment Advisors held 8,734 shares of Chevron worth $1.45M as of Q2 2026.
  • Trust Investment Advisors bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.69% of Trust Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Trust Investment Advisors first reported a position in Chevron in Q4 2013 and has held it in 34 quarters since.
  • Trust Investment Advisors's Chevron position peaked at $1.94M in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.