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 Q3	$1.85M	Sell	9,077 -2	-0%	-$394	0.29%	47
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	0.73%	20

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Madrona Financial Services's CVX Position: Q3 2026 in Review

Madrona Financial Services reduced its Chevron (CVX) stake by 0.02% in Q3 2026, selling an estimated $394 and leaving 9,077 shares worth $1.85M. The position accounts for 0.29% of the portfolio, ranked #47.

Madrona Financial Services first reported a position in CVX in Q4 2014 and has held it in 16 quarters since. The position peaked at $1.88M in Q1 2026. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Madrona Financial Services held 9,077 shares of Chevron worth $1.85M as of Q3 2026.
Madrona Financial Services sold 2 Chevron shares in Q3 2026, an estimated $394.
Chevron made up 0.29% of Madrona Financial Services's portfolio in Q3 2026, its #47 holding.
Madrona Financial Services first reported a position in Chevron in Q4 2014 and has held it in 16 quarters since.
Madrona Financial Services's Chevron position peaked at $1.88M in Q1 2026.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.