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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northstar Financial Companies's CVX Position: Q1 2026 in Review

Northstar Financial Companies increased its Chevron (CVX) stake by 7.2% in Q1 2026, buying an estimated $221K and bringing the position to 18,067 shares worth $3.74M. The position accounts for 2.97% of the portfolio, ranked #6.

Northstar Financial Companies first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Northstar Financial Companies held 18,067 shares of Chevron worth $3.74M as of Q1 2026.
  • Northstar Financial Companies bought 1,211 Chevron shares in Q1 2026, an estimated $221K.
  • Chevron made up 2.97% of Northstar Financial Companies's portfolio in Q1 2026, its #6 holding.
  • Northstar Financial Companies first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Northstar Financial Companies's 13F filing for Q1 2026, filed 5 May 2026.