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Northstar Financial Companies’s Chevron CVX Stock Holding History

Northstar Financial Companies’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 		$3.27M Buy
19,706
+1,639
+9% +$305K 2.2% 10
2026
Q1 		$3.74M Buy
18,067
+1,211
+7% +$221K 2.97% 6
2025
Q4 		$2.57M Buy
16,856
+3,263
+24% +$497K 2.05% 11
2025
Q3 		$2.11M Buy
13,593
+1,520
+13% +$235K 1.95% 11
2025
Q2 		$1.73M Buy
12,073
+1,533
+15% +$216K 1.8% 11
2025
Q1 		$1.76M Buy
10,540
+1,168
+12% +$183K 1.91% 10
2024
Q4 		$1.36M Buy
+9,372
New +$1.43M 1.28% 14

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Northstar Financial Companies's CVX Position: Q2 2026 in Review

Northstar Financial Companies increased its Chevron (CVX) stake by 9.1% in Q2 2026, buying an estimated $305K and bringing the position to 19,706 shares worth $3.27M. The position accounts for 2.2% of the portfolio, ranked #10.

Northstar Financial Companies first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Northstar Financial Companies held 19,706 shares of Chevron worth $3.27M as of Q2 2026.
  • Northstar Financial Companies bought 1,639 Chevron shares in Q2 2026, an estimated $305K.
  • Chevron made up 2.2% of Northstar Financial Companies's portfolio in Q2 2026, its #10 holding.
  • Northstar Financial Companies first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's Chevron position peaked at $3.74M in Q1 2026.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.