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Cascade Financial Partners’s Chevron CVX Stock Holding History

Cascade Financial Partners’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 		$351K Sell
2,115
-530
-20% -$98.6K 0.03% 209
2026
Q1 		$547K Buy
2,645
+525
+25% +$95.7K 0.06% 160
2025
Q4 		$323K Buy
2,120
+456
+27% +$69.5K 0.03% 196
2025
Q3 		$258K Buy
+1,664
New +$258K 0.03% 223
2025
Q2 		– Sell
-1,207
Closed -$202K – 261
2025
Q1 		$202K Buy
+1,207
New +$189K 0.03% 238

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Cascade Financial Partners's CVX Position: Q2 2026 in Review

Cascade Financial Partners reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $98.6K and leaving 2,115 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #209.

Cascade Financial Partners first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $547K in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cascade Financial Partners held 2,115 shares of Chevron worth $351K as of Q2 2026.
  • Cascade Financial Partners sold 530 Chevron shares in Q2 2026, an estimated $98.6K.
  • Chevron made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #209 holding.
  • Cascade Financial Partners first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • Cascade Financial Partners's Chevron position peaked at $547K in Q1 2026.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.