CFI
CVX icon

CARLSON FINANCIAL, INC.’s Chevron CVX Stock Holding History

CARLSON FINANCIAL, INC.’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 		$444K Buy
2,681
+13
+0.5% +$2.42K 0.23% 98
2026
Q1 		$552K Buy
2,668
+49
+2% +$8.94K 0.33% 76
2025
Q4 		$399K Buy
+2,619
New +$399K 0.23% 100

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CARLSON FINANCIAL, INC.'s CVX Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $2.42K and bringing the position to 2,681 shares worth $444K. The position accounts for 0.23% of the portfolio, ranked #98.

CARLSON FINANCIAL, INC. first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,681 shares of Chevron worth $444K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
  • Chevron made up 0.23% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #98 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Chevron position peaked at $552K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.