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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
Q2 		$2.43M Sell
14,655
-9
-0.1% -$1.68K 1.36% 12
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

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

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

Cascade Investment Group reduced its Chevron (CVX) stake by 0.06% in Q2 2026, selling an estimated $1.68K and leaving 14,655 shares worth $2.43M. The position accounts for 1.36% of the portfolio, ranked #12.

Cascade Investment Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cascade Investment Group held 14,655 shares of Chevron worth $2.43M as of Q2 2026.
  • Cascade Investment Group sold 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 1.36% of Cascade Investment Group's portfolio in Q2 2026, its #12 holding.
  • Cascade Investment Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Chevron position peaked at $3.03M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.