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Madrona Financial Services’s Chevron CVX Stock Holding History

Madrona Financial Services’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 		$1.5M Sell
9,079
-9
-0.1% -$1.68K 0.28% 43
2026
Q1 		$1.88M Buy
9,088
+34
+0.4% +$6.2K 0.41% 37
2025
Q4 		$1.38M Sell
9,054
-54
-0.6% -$8.22K 0.29% 39
2025
Q3 		$1.41M Buy
9,108
+75
+0.8% +$11.6K 0.31% 36
2025
Q2 		$1.29M Buy
+9,033
New +$1.27M 0.31% 36
2017
Q2 		– Sell
-6,180
Closed -$664K – 36
2017
Q1 		$664K Hold
6,180
– – 0.71% 18
2016
Q4 		$727K Sell
6,180
-65
-1% -$7.08K 0.8% 22
2016
Q3 		$643K Buy
6,245
+95
+2% +$9.7K 0.68% 24
2016
Q2 		$645K Hold
6,150
– – 0.69% 25
2016
Q1 		$587K Sell
6,150
-581
-9% -$50.8K 0.61% 26
2015
Q4 		$606K Buy
6,731
+581
+9% +$52.4K 0.61% 22
2015
Q3 		$485K Hold
6,150
– – 0.52% 21
2015
Q2 		$593K Hold
6,150
– – 0.61% 19
2015
Q1 		$646K Sell
6,150
-62
-1% -$6.62K 0.65% 20
2014
Q4 		$697K Buy
+6,212
New +$706K 0.74% 19

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Madrona Financial Services's CVX Position: Q2 2026 in Review

Madrona Financial Services reduced its Chevron (CVX) stake by 0.1% in Q2 2026, selling an estimated $1.68K and leaving 9,079 shares worth $1.5M. The position accounts for 0.28% of the portfolio, ranked #43.

Madrona Financial Services first reported a position in CVX in Q4 2014 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Madrona Financial Services held 9,079 shares of Chevron worth $1.5M as of Q2 2026.
  • Madrona Financial Services sold 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 0.28% of Madrona Financial Services's portfolio in Q2 2026, its #43 holding.
  • Madrona Financial Services first reported a position in Chevron in Q4 2014 and has held it in 15 quarters since.
  • Madrona Financial Services's Chevron position peaked at $1.88M in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.