Washington Trust Advisors’s Chevron CVX Stock Holding History

Washington Trust 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	$670K	Buy	4,045 +67	+2%	+$12.5K	0.05%	143
2026 Q1	$823K	Sell	3,978 -344	-8%	-$62.7K	0.07%	123
2025 Q4	$659K	Buy	4,322 +600	+16%	+$91.4K	0.05%	134
2025 Q3	$578K	Sell	3,722 -2,500	-40%	-$387K	0.04%	143
2025 Q2	$891K	Sell	6,222 -910	-13%	-$128K	0.07%	104
2025 Q1	$1.19M	Buy	7,132 +23	+0.3%	+$3.6K	0.11%	92
2024 Q4	$1.03M	Sell	7,109 -4	-0.1%	-$612	0.09%	100
2024 Q3	$1.05M	Buy	7,113 +4	+0.1%	+$595	0.09%	97
2024 Q2	$1.11M	Buy	7,109 +67	+1%	+$10.7K	0.1%	87
2024 Q1	$1.11M	Hold	7,042	–	–	0.1%	89
2023 Q4	$1.05M	Sell	7,042 -359	-5%	-$54.3K	0.1%	90
2023 Q3	$1.25M	Hold	7,401	–	–	0.13%	79
2023 Q2	$1.16M	Sell	7,401 -400	-5%	-$64.1K	0.11%	83
2023 Q1	$1.27M	Sell	7,801 -68	-0.9%	-$11.4K	0.13%	81
2022 Q4	$1.41M	Sell	7,869 -1,241	-14%	-$217K	0.15%	78
2022 Q3	$1.31M	Sell	9,110 -28	-0.3%	-$4.27K	0.12%	94
2022 Q2	$1.32M	Sell	9,138 -16	-0.2%	-$2.65K	0.12%	96
2022 Q1	$1.49M	Buy	9,154 +68	+0.7%	+$9.75K	0.11%	98
2021 Q4	$1.07M	Buy	+9,086	New	+$1.03M	0.07%	112

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Washington Trust Advisors increased its Chevron (CVX) stake by 1.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,045 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #143.

Washington Trust Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Washington Trust Advisors held 4,045 shares of Chevron worth $670K as of Q2 2026.
Washington Trust Advisors bought 67 Chevron shares in Q2 2026, an estimated $12.5K.
Chevron made up 0.05% of Washington Trust Advisors's portfolio in Q2 2026, its #143 holding.
Washington Trust Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Chevron position peaked at $1.49M in Q1 2022.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.