Ownership history in American Trust · 14 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in CHEVRON CORP (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,676 | -870 | -34.2% | 0.02% | $260K | $152.09 |
| 2025 Q2 | ADDED | 2,546 | +821 | +47.6% | 0.03% | $365K | $138.69 |
| 2025 Q1 | REDUCED | 1,725 | -955 | -35.6% | 0.07% | $289K | $160.09 |
| 2024 Q4 | REDUCED | 2,680 | -254 | -8.7% | 0.03% | $388K | $137.08 |
| 2024 Q3 | REDUCED | 2,934 | -132 | -4.3% | 0.04% | $432K | $137.97 |
| 2024 Q2 | REDUCED | 3,066 | -502 | -14.1% | 0.04% | $480K | $144.92 |
| 2024 Q1 | REDUCED | 3,568 | -634 | -15.1% | 0.05% | $563K | $144.69 |
| 2023 Q4 | ADDED | 4,202 | +1,107 | +35.8% | 0.05% | $627K | $135.34 |
| 2023 Q3 | REDUCED | 3,095 | -1,238 | -28.6% | 0.04% | $522K | $151.41 |
| 2023 Q2 | ADDED | 4,333 | +1,250 | +40.5% | 0.05% | $682K | $139.95 |
As of 2025 Q4 — sorted by position size