Cornerstone National Bank & Trust Co CVX CHEVRON CORP NEW

Ownership history in Cornerstone National Bank & Trust Co  ·  3 quarters on record

AI Ownership Summary

Cornerstone National Bank & Trust Co reported CHEVRON CORP NEW (CVX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows CVX at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone National Bank & Trust Co's position in CHEVRON CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVX was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone National Bank & Trust Co held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,810 -764 -11.6% 0.33% $963K 2026-07-21 $189.42
2026 Q1 ADDED 6,574 +209 +3.3% 0.48% $1.3M 2026-04-14 $183.72
2025 Q4 INITIATED 6,365 0.40% $988K 2026-01-29 $166.54

FAQ About Cornerstone National Bank & Trust Co and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone National Bank & Trust Co reported owning CVX?

Cornerstone National Bank & Trust Co reported CVX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CVX position in Cornerstone National Bank & Trust Co's portfolio?

The largest reported portfolio weight for CVX was 0.48% in 2026 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q2, when Cornerstone National Bank & Trust Co reported 5,810 shares, equal to 0.33% of portfolio, with an estimated market value of $963K.

What does the chart on this CVX ownership page compare?

The chart compares Cornerstone National Bank & Trust Co's quarterly CVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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