CRFG
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Columbia River Financial Group’s Chevron CVX Stock Holding History

Columbia River Financial 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 		– Sell
-1,071
Closed -$221K – 59
2026
Q1 		$221K Buy
+1,071
New +$195K 0.13% 56
2025
Q2 		– Sell
-1,071
Closed -$179K – 63
2025
Q1 		$179K Buy
+1,071
New +$168K 0.12% 55

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

Columbia River Financial Group's CVX Position: Q2 2026 in Review

Columbia River Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,071 shares — an estimated $221K sold.

Columbia River Financial Group first reported a position in CVX in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Columbia River Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Columbia River Financial Group sold 1,071 Chevron shares in Q2 2026, an estimated $221K.
  • Columbia River Financial Group first reported a position in Chevron in Q1 2025 and held it in 2 quarters.
  • Columbia River Financial Group's Chevron position peaked at $221K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.