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STAR Financial Bank’s Chevron CVX Stock Holding History

STAR Financial Bank’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 		$521K Sell
2,520
-66
-3% -$12K 0.25% 54
2025
Q4 		$394K Sell
2,586
-520
-17% -$79.2K 0.2% 73
2025
Q3 		$482K Buy
3,106
+126
+4% +$19.5K 0.29% 66
2025
Q2 		$427K Sell
2,980
-443
-13% -$62.5K 0.27% 70
2025
Q1 		$573K Sell
3,423
-434
-11% -$67.9K 0.42% 57
2024
Q4 		$559K Sell
3,857
-1,374
-26% -$210K 0.4% 54
2024
Q3 		$770K Sell
5,231
-1,108
-17% -$165K 0.52% 49
2024
Q2 		$992K Buy
6,339
+129
+2% +$20.6K 0.76% 39
2024
Q1 		$980K Sell
6,210
-65
-1% -$9.81K 0.84% 30
2023
Q4 		$936K Sell
6,275
-89
-1% -$13.5K 0.85% 33
2023
Q3 		$1.07M Sell
6,364
-563
-8% -$90.9K 1.1% 25
2023
Q2 		$1.09M Buy
6,927
+85
+1% +$13.6K 1.02% 26
2023
Q1 		$1.12M Sell
6,842
-124
-2% -$20.8K 1.09% 27
2022
Q4 		$1.25M Buy
+6,966
New +$1.22M 1.24% 23

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 $295B AUM 31.6% 1-Year Est. Return

STAR Financial Bank's CVX Position: Q1 2026 in Review

STAR Financial Bank reduced its Chevron (CVX) stake by 2.6% in Q1 2026, selling an estimated $12K and leaving 2,520 shares worth $521K. The position accounts for 0.25% of the portfolio, ranked #54.

STAR Financial Bank first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • STAR Financial Bank held 2,520 shares of Chevron worth $521K as of Q1 2026.
  • STAR Financial Bank sold 66 Chevron shares in Q1 2026, an estimated $12K.
  • Chevron made up 0.25% of STAR Financial Bank's portfolio in Q1 2026, its #54 holding.
  • STAR Financial Bank first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's Chevron position peaked at $1.25M in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.