Whittier Trust’s Chevron CVX Stock Holding History

Whittier Trust’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 Q1	$78.9M	Sell	396,607 -36,284	-8%	-$6.62M	0.89%	22
2025 Q4	$67.8M	Buy	432,891 +5,356	+1%	+$816K	0.73%	27
2025 Q3	$65.6M	Buy	427,535 +24,690	+6%	+$3.82M	0.75%	24
2025 Q2	$57.7M	Buy	402,845 +19,003	+5%	+$2.68M	0.7%	28
2025 Q1	$64.2M	Buy	383,842 +5,658	+1%	+$886K	0.89%	21
2024 Q4	$54.8M	Sell	378,184 -4,242	-1%	-$649K	0.72%	26
2024 Q3	$56.3M	Sell	382,426 -626	-0.2%	-$93.2K	0.75%	24
2024 Q2	$59.9M	Buy	383,052 +8,686	+2%	+$1.39M	0.85%	22
2024 Q1	$59.1M	Buy	374,366 +542	+0.1%	+$81.8K	0.86%	21
2023 Q4	$55.8M	Buy	373,824 +4,368	+1%	+$661K	0.9%	21
2023 Q3	$62.3M	Buy	369,456 +10,353	+3%	+$1.67M	1.11%	16
2023 Q2	$56.5M	Sell	359,103 -23,798	-6%	-$3.82M	0.98%	18
2023 Q1	$62.5M	Buy	382,901 +2,850	+0.7%	+$478K	1.14%	14
2022 Q4	$68.2M	Sell	380,051 -2,825	-0.7%	-$493K	1.33%	13
2022 Q3	$55M	Buy	382,876 +70,685	+23%	+$10.8M	1.15%	13
2022 Q2	$45.2M	Sell	312,191 -900	-0.3%	-$149K	0.91%	20
2022 Q1	$51M	Buy	313,091 +16,543	+6%	+$2.37M	0.86%	20
2021 Q4	$34.8M	Buy	296,548 +5,927	+2%	+$673K	0.57%	41
2021 Q3	$29.5M	Sell	290,621 -4,806	-2%	-$479K	0.54%	46
2021 Q2	$30.9M	Buy	295,427 +6,614	+2%	+$698K	0.55%	42
2021 Q1	$30.3M	Buy	288,813 +6,701	+2%	+$654K	0.59%	38
2020 Q4	$23.8M	Sell	282,112 -893	-0.3%	-$72.3K	0.51%	48
2020 Q3	$20.4M	Sell	283,005 -1,738	-0.6%	-$146K	0.49%	51
2020 Q2	$25.4M	Buy	284,743 +3,482	+1%	+$312K	0.71%	33
2020 Q1	$20.4M	Sell	281,261 -17,737	-6%	-$1.75M	0.67%	34
2019 Q4	$36M	Buy	298,998 +1,606	+0.5%	+$189K	0.95%	21
2019 Q3	$35.3M	Buy	297,392 +12,020	+4%	+$1.46M	1.01%	20
2019 Q2	$35.5M	Sell	285,372 -1,475	-0.5%	-$178K	1.04%	19
2019 Q1	$35.3M	Sell	286,847 -1,670	-0.6%	-$198K	1.08%	17
2018 Q4	$31.4M	Sell	288,517 -2,689	-0.9%	-$312K	1.08%	16
2018 Q3	$35.6M	Sell	291,206 -675	-0.2%	-$81.9K	1.11%	15
2018 Q2	$36.9M	Buy	291,881 +3,470	+1%	+$431K	1.22%	15
2018 Q1	$32.9M	Sell	288,411 -20,374	-7%	-$2.44M	1.11%	15
2017 Q4	$38.7M	Sell	308,785 -6,322	-2%	-$750K	1.35%	11
2017 Q3	$37M	Buy	315,107 +1,232	+0.4%	+$134K	1.35%	11
2017 Q2	$32.7M	Sell	313,875 -7,324	-2%	-$776K	1.27%	11
2017 Q1	$34.5M	Sell	321,199 -18,293	-5%	-$2.05M	1.39%	10
2016 Q4	$40M	Sell	339,492 -1,133	-0.3%	-$123K	1.7%	7
2016 Q3	$35.1M	Sell	340,625 -15,143	-4%	-$1.55M	1.53%	9
2016 Q2	$37.3M	Sell	355,768 -31,782	-8%	-$3.2M	1.64%	8
2016 Q1	$37M	Buy	387,550 +14,342	+4%	+$1.25M	1.63%	8
2015 Q4	$33.6M	Sell	373,208 -37,568	-9%	-$3.39M	1.52%	9
2015 Q3	$32.4M	Sell	410,776 -5,431	-1%	-$457K	1.58%	9
2015 Q2	$40.2M	Buy	416,207 +24,087	+6%	+$2.53M	1.78%	6
2015 Q1	$41.2M	Buy	392,120 +28,827	+8%	+$3.08M	1.89%	5
2014 Q4	$40.8M	Sell	363,293 -8,542	-2%	-$970K	1.94%	5
2014 Q3	$44.4M	Buy	371,835 +2,488	+0.7%	+$317K	2.16%	3
2014 Q2	$48.2M	Sell	369,347 -5,262	-1%	-$655K	2.38%	3
2014 Q1	$44.5M	Sell	374,609 -14,526	-4%	-$1.69M	2.28%	3
2013 Q4	$48.6M	Sell	389,135 -11,238	-3%	-$1.36M	2.49%	3
2013 Q3	$48.6M	Sell	400,373 -4,705	-1%	-$578K	2.63%	3
2013 Q2	$47.9M	Buy	+405,078	New	+$49M	2.69%	3

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Whittier Trust's CVX Position: Q1 2026 in Review

Whittier Trust reduced its Chevron (CVX) stake by 8.4% in Q1 2026, selling an estimated $6.62M and leaving 396,607 shares worth $78.9M. The position accounts for 0.89% of the portfolio, ranked #22.

Whittier Trust first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Whittier Trust held 396,607 shares of Chevron worth $78.9M as of Q1 2026.
Whittier Trust sold 36,284 Chevron shares in Q1 2026, an estimated $6.62M.
Chevron made up 0.89% of Whittier Trust's portfolio in Q1 2026, its #22 holding.
Whittier Trust first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.