Northern Financial Advisors’s Chevron CVX Stock Holding History

Northern Financial Advisors’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	$904K	Buy	4,368 +2,246	+106%	+$410K	0.66%	46
2025 Q4	$323K	Sell	2,122 -2,296	-52%	-$350K	0.37%	71
2025 Q3	$686K	Buy	4,418 +44	+1%	+$6.81K	0.36%	67
2025 Q2	$626K	Sell	4,374 -617	-12%	-$87K	0.47%	56
2025 Q1	$835K	Sell	4,991 -148	-3%	-$23.2K	0.69%	49
2024 Q4	$744K	Sell	5,139 -10	-0.2%	-$1.53K	0.59%	53
2024 Q3	$758K	Sell	5,149 -363	-7%	-$54K	0.58%	56
2024 Q2	$862K	Sell	5,512 -31	-0.6%	-$4.94K	0.69%	52
2024 Q1	$874K	Sell	5,543 -153	-3%	-$23.1K	0.68%	50
2023 Q4	$850K	Sell	5,696 -100	-2%	-$15.1K	0.72%	51
2023 Q3	$977K	Buy	5,796 +24	+0.4%	+$3.88K	0.9%	35
2023 Q2	$908K	Buy	5,772 +19	+0.3%	+$3.05K	0.8%	40
2023 Q1	$939K	Sell	5,753 -23	-0.4%	-$3.86K	0.88%	34
2022 Q4	$1.04M	Buy	+5,776	New	+$1.01M	1.17%	28

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Financial Advisors's CVX Position: Q1 2026 in Review

Northern Financial Advisors increased its Chevron (CVX) stake by 106% in Q1 2026, buying an estimated $410K and bringing the position to 4,368 shares worth $904K. The position accounts for 0.66% of the portfolio, ranked #46.

Northern Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Northern Financial Advisors held 4,368 shares of Chevron worth $904K as of Q1 2026.
Northern Financial Advisors bought 2,246 Chevron shares in Q1 2026, an estimated $410K.
Chevron made up 0.66% of Northern Financial Advisors's portfolio in Q1 2026, its #46 holding.
Northern Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Chevron position peaked at $1.04M in Q4 2022.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.