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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
Q2 		$140K Sell
847
-184
-18% -$34.2K 0.05% 142
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

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

Cascades Capital Asset Management's CVX Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $34.2K and leaving 847 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #142.

Cascades Capital Asset Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q1 2025. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cascades Capital Asset Management held 847 shares of Chevron worth $140K as of Q2 2026.
  • Cascades Capital Asset Management sold 184 Chevron shares in Q2 2026, an estimated $34.2K.
  • Chevron made up 0.05% of Cascades Capital Asset Management's portfolio in Q2 2026, its #142 holding.
  • Cascades Capital Asset Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's Chevron position peaked at $301K in Q1 2025.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.