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 Q2	$714K	Sell	4,310 -58	-1%	-$10.8K	0.47%	64
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Financial Advisors's CVX Position: Q2 2026 in Review

Northern Financial Advisors reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $10.8K and leaving 4,310 shares worth $714K. The position accounts for 0.47% of the portfolio, ranked #64.

Northern Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2022. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Northern Financial Advisors held 4,310 shares of Chevron worth $714K as of Q2 2026.
Northern Financial Advisors sold 58 Chevron shares in Q2 2026, an estimated $10.8K.
Chevron made up 0.47% of Northern Financial Advisors's portfolio in Q2 2026, its #64 holding.
Northern Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's Chevron position peaked at $1.04M in Q4 2022.
4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.