CCAM
CVX icon

Cascades Capital Asset Management’s Chevron CVX Stock Holding History

Cascades Capital Asset Management’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 		$213K Buy
1,031
+62
+6% +$11.3K 0.09% 125
2025
Q4 		$148K Buy
969
+1
+0.1% +$152 0.06% 138
2025
Q3 		$150K Sell
968
-122
-11% -$18.9K 0.07% 134
2025
Q2 		$156K Sell
1,090
-707
-39% -$99.7K 0.08% 123
2025
Q1 		$301K Sell
1,797
-117
-6% -$18.3K 0.16% 88
2024
Q4 		$277K Buy
+1,914
New +$293K 0.15% 89

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

Cascades Capital Asset Management's CVX Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Chevron (CVX) stake by 6.4% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,031 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #125.

Cascades Capital Asset Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q1 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cascades Capital Asset Management held 1,031 shares of Chevron worth $213K as of Q1 2026.
  • Cascades Capital Asset Management bought 62 Chevron shares in Q1 2026, an estimated $11.3K.
  • Chevron made up 0.09% of Cascades Capital Asset Management's portfolio in Q1 2026, its #125 holding.
  • Cascades Capital Asset Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Cascades Capital Asset Management's Chevron position peaked at $301K in Q1 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.