Cascade Investment Group’s Chevron CVX Stock Holding History

Cascade Investment Group’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	$3.03M	Sell	14,664 -91	-0.6%	-$16.6K	2%	6
2025 Q4	$2.25M	Buy	14,755 +85	+0.6%	+$12.9K	1.5%	11
2025 Q3	$2.28M	Sell	14,670 -83	-0.6%	-$12.9K	1.51%	11
2025 Q2	$2.11M	Buy	14,753 +552	+4%	+$77.8K	1.47%	14
2025 Q1	$2.38M	Sell	14,201 -152	-1%	-$23.8K	1.83%	11
2024 Q4	$2.08M	Buy	14,353 +371	+3%	+$56.8K	1.49%	15
2024 Q3	$2.06M	Sell	13,982 -10	-0.1%	-$1.49K	1.51%	14
2024 Q2	$2.19M	Sell	13,992 -38	-0.3%	-$6.06K	1.71%	11
2024 Q1	$2.21M	Buy	14,030 +178	+1%	+$26.9K	1.66%	12
2023 Q4	$2.07M	Buy	13,852 +925	+7%	+$140K	1.67%	12
2023 Q3	$2.18M	Buy	12,927 +279	+2%	+$45.1K	2.06%	8
2023 Q2	$1.99M	Sell	12,648 -27	-0.2%	-$4.33K	1.82%	11
2023 Q1	$2.07M	Buy	12,675 +282	+2%	+$47.3K	2.04%	8
2022 Q4	$2.22M	Buy	+12,393	New	+$2.16M	2.32%	8

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cascade Investment Group's CVX Position: Q1 2026 in Review

Cascade Investment Group reduced its Chevron (CVX) stake by 0.62% in Q1 2026, selling an estimated $16.6K and leaving 14,664 shares worth $3.03M. The position accounts for 2% of the portfolio, ranked #6.

Cascade Investment Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Cascade Investment Group held 14,664 shares of Chevron worth $3.03M as of Q1 2026.
Cascade Investment Group sold 91 Chevron shares in Q1 2026, an estimated $16.6K.
Chevron made up 2% of Cascade Investment Group's portfolio in Q1 2026, its #6 holding.
Cascade Investment Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.