CIA
CVX icon

Cascade Investment Advisors’s Chevron CVX Stock Holding History

Cascade Investment Advisors’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 		$1.29M Sell
7,808
-123
-2% -$22.9K 0.71% 71
2026
Q1 		$1.64M Sell
7,931
-547
-6% -$99.7K 0.97% 42
2025
Q4 		$1.29M Buy
8,478
+343
+4% +$52.2K 0.76% 63
2025
Q3 		$1.26M Sell
8,135
-42
-0.5% -$6.5K 0.77% 65
2025
Q2 		$1.17M Sell
8,177
-145
-2% -$20.4K 0.75% 64
2025
Q1 		$1.39M Buy
8,322
+140
+2% +$21.9K 0.94% 48
2024
Q4 		$1.19M Buy
8,182
+25
+0.3% +$3.83K 0.76% 66
2024
Q3 		$1.2M Buy
8,157
+755
+10% +$112K 0.76% 72
2024
Q2 		$1.16M Buy
7,402
+230
+3% +$36.7K 0.78% 64
2024
Q1 		$1.13M Buy
7,172
+430
+6% +$64.9K 0.74% 72
2023
Q4 		$1.01M Buy
6,742
+130
+2% +$19.7K 0.72% 71
2023
Q3 		$1.11M Buy
6,612
+169
+3% +$27.3K 0.88% 55
2023
Q2 		$1.01M Buy
6,443
+100
+2% +$16K 0.76% 70
2023
Q1 		$1.03M Buy
6,343
+535
+9% +$89.7K 0.82% 65
2022
Q4 		$1.04M Buy
5,808
+135
+2% +$23.6K 0.87% 62
2022
Q3 		$1.03M Buy
5,673
+47
+0.8% +$7.17K 0.88% 59
2022
Q2 		$815K Sell
5,626
-5,904
-51% -$976K 0.64% 79
2022
Q1 		$1.88M Sell
11,530
-96
-0.8% -$13.8K 1.14% 18
2021
Q4 		$1.36M Sell
11,626
-225
-2% -$25.6K 0.8% 67
2021
Q3 		$1.2M Buy
11,851
+95
+0.8% +$9.48K 0.78% 69
2021
Q2 		$1.23M Buy
11,756
+685
+6% +$72.3K 0.78% 73
2021
Q1 		$1.16M Buy
11,071
+9,725
+723% +$950K 0.75% 73
2020
Q4 		$114K Hold
1,346
– – 0.08% 125
2020
Q3 		$96.9K Hold
1,346
– – 0.08% 122
2020
Q2 		$120K Hold
1,346
– – 0.11% 110
2020
Q1 		$97.5K Hold
1,346
– – 0.11% 110
2019
Q4 		$162K Sell
1,346
-2,200
-62% -$259K 0.12% 110
2019
Q3 		$421K Buy
3,546
+2,200
+163% +$267K 0.32% 90
2019
Q2 		$167K Hold
1,346
– – 0.14% 104
2019
Q1 		$166K Hold
1,346
– – 0.15% 103
2018
Q4 		$146K Hold
1,346
– – 0.15% 103
2018
Q3 		$165K Sell
1,346
-23
-2% -$2.79K 0.14% 100
2018
Q2 		$173K Sell
1,369
-1,600
-54% -$199K 0.15% 100
2018
Q1 		$339K Buy
2,969
+2,125
+252% +$254K 0.27% 86
2017
Q4 		$106K Hold
844
– – 0.08% 109
2017
Q3 		$99.2K Hold
844
– – 0.08% 107
2017
Q2 		$88.1K Buy
844
+219
+35% +$23.2K 0.07% 109
2017
Q1 		$67.1K Sell
625
-2,225
-78% -$250K 0.06% 109
2016
Q4 		$335K Buy
+2,850
New +$310K 0.29% 73
2016
Q2 		$68.1K Buy
+650
New +$65.4K 0.07% 101

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Cascade Investment Advisors's CVX Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $22.9K and leaving 7,808 shares worth $1.29M. The position accounts for 0.71% of the portfolio, ranked #71.

Cascade Investment Advisors first reported a position in CVX in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.88M in Q1 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cascade Investment Advisors held 7,808 shares of Chevron worth $1.29M as of Q2 2026.
  • Cascade Investment Advisors sold 123 Chevron shares in Q2 2026, an estimated $22.9K.
  • Chevron made up 0.71% of Cascade Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Cascade Investment Advisors first reported a position in Chevron in Q2 2016 and has held it in 40 quarters since.
  • Cascade Investment Advisors's Chevron position peaked at $1.88M in Q1 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.