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Alerus Financial’s Chevron CVX Stock Holding History

Alerus Financial’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 		$8.52M Buy
41,183
+2,134
+5% +$389K 0.42% 37
2025
Q4 		$5.95M Buy
39,049
+9,314
+31% +$1.42M 0.29% 57
2025
Q3 		$4.62M Buy
29,735
+973
+3% +$151K 0.23% 70
2025
Q2 		$4.12M Sell
28,762
-16,456
-36% -$2.32M 0.3% 74
2025
Q1 		$7.56M Sell
45,218
-13,071
-22% -$2.05M 0.61% 38
2024
Q4 		$8.44M Buy
58,289
+664
+1% +$102K 0.65% 35
2024
Q3 		$8.49M Buy
57,625
+41
+0.1% +$6.1K 0.62% 38
2024
Q2 		$9.01M Sell
57,584
-9,030
-14% -$1.44M 0.67% 28
2024
Q1 		$10.5M Buy
66,614
+1,199
+2% +$181K 0.79% 25
2023
Q4 		$9.76M Sell
65,415
-30,758
-32% -$4.65M 0.8% 24
2023
Q3 		$16.2M Buy
96,173
+41,806
+77% +$6.75M 1.44% 13
2023
Q2 		$8.55M Buy
54,367
+2,686
+5% +$431K 0.72% 35
2023
Q1 		$8.43M Buy
51,681
+30,810
+148% +$5.17M 0.75% 30
2022
Q4 		$3.75M Sell
20,871
-4,058
-16% -$708K 0.34% 83
2022
Q3 		$3.58M Sell
24,929
-855
-3% -$130K 0.36% 78
2022
Q2 		$3.73M Sell
25,784
-3,931
-13% -$650K 0.35% 70
2022
Q1 		$4.84M Sell
29,715
-6,759
-19% -$969K 0.41% 66
2021
Q4 		$4.28M Buy
36,474
+2,148
+6% +$244K 0.35% 77
2021
Q3 		$3.48M Buy
34,326
+328
+1% +$32.7K 0.32% 81
2021
Q2 		$3.56M Buy
33,998
+6,182
+22% +$653K 0.36% 76
2021
Q1 		$2.92M Sell
27,816
-14,565
-34% -$1.42M 0.31% 82
2020
Q4 		$3.58M Sell
42,381
-15,543
-27% -$1.26M 0.36% 75
2020
Q3 		$4.17M Buy
57,924
+11,588
+25% +$975K 0.47% 51
2020
Q2 		$4.13M Sell
46,336
-6,717
-13% -$601K 0.49% 59
2020
Q1 		$3.84M Sell
53,053
-3,095
-6% -$306K 0.53% 57
2019
Q4 		$6.77M Sell
56,148
-2,476
-4% -$292K 0.77% 32
2019
Q3 		$6.95M Sell
58,624
-724
-1% -$87.9K 0.9% 26
2019
Q2 		$7.38M Sell
59,348
-1,512
-2% -$183K 1% 24
2019
Q1 		$7.5M Sell
60,860
-1,409
-2% -$167K 1.04% 25
2018
Q4 		$6.77M Buy
62,269
+6,365
+11% +$737K 1.04% 20
2018
Q3 		$6.83M Buy
55,904
+12,458
+29% +$1.51M 0.93% 26
2018
Q2 		$5.49M Sell
43,446
-256
-0.6% -$31.8K 0.78% 34
2018
Q1 		$4.98M Buy
43,702
+1,737
+4% +$208K 0.72% 40
2017
Q4 		$5.25M Sell
41,965
-10,073
-19% -$1.19M 0.74% 42
2017
Q3 		$6.12M Buy
52,038
+139
+0.3% +$15.2K 0.89% 35
2017
Q2 		$5.42M Buy
51,899
+9,249
+22% +$980K 0.8% 40
2017
Q1 		$4.58M Buy
42,650
+450
+1% +$50.5K 0.7% 43
2016
Q4 		$4.97M Sell
42,200
-730
-2% -$79.5K 0.8% 36
2016
Q3 		$4.42M Sell
42,930
-286
-0.7% -$29.2K 0.71% 44
2016
Q2 		$4.53M Buy
+43,216
New +$4.35M 0.76% 45

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alerus Financial's CVX Position: Q1 2026 in Review

Alerus Financial increased its Chevron (CVX) stake by 5.5% in Q1 2026, buying an estimated $389K and bringing the position to 41,183 shares worth $8.52M. The position accounts for 0.42% of the portfolio, ranked #37.

Alerus Financial first reported a position in CVX in Q2 2016 and has held it in 40 quarters since. The position peaked at $16.2M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Alerus Financial held 41,183 shares of Chevron worth $8.52M as of Q1 2026.
  • Alerus Financial bought 2,134 Chevron shares in Q1 2026, an estimated $389K.
  • Chevron made up 0.42% of Alerus Financial's portfolio in Q1 2026, its #37 holding.
  • Alerus Financial first reported a position in Chevron in Q2 2016 and has held it in 40 quarters since.
  • Alerus Financial's Chevron position peaked at $16.2M in Q3 2023.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.