UB
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Umpqua Bank’s Chevron CVX Stock Holding History

Umpqua 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
Q2 		$3.97M Buy
23,964
+1,105
+5% +$206K 0.89% 26
2026
Q1 		$4.73M Sell
22,859
-894
-4% -$163K 1.35% 16
2025
Q4 		$3.62M Sell
23,753
-144
-0.6% -$21.9K 1.01% 23
2025
Q3 		$3.63M Buy
23,897
+540
+2% +$83.6K 1.02% 25
2025
Q2 		$3.58M Buy
23,357
+1,569
+7% +$221K 1.09% 20
2025
Q1 		$3.64M Buy
21,788
+119
+0.5% +$18.6K 1.26% 15
2024
Q4 		$3.4M Buy
21,669
+1,469
+7% +$225K 1.18% 16
2024
Q3 		$2.97M Buy
20,200
+373
+2% +$55.5K 1.09% 22
2024
Q2 		$3.1M Buy
19,827
+1,078
+6% +$172K 1.2% 16
2024
Q1 		$2.96M Buy
+18,749
New +$2.83M 1.21% 16

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Umpqua Bank's CVX Position: Q2 2026 in Review

Umpqua Bank increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $206K and bringing the position to 23,964 shares worth $3.97M. The position accounts for 0.89% of the portfolio, ranked #26.

Umpqua Bank first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.73M in Q1 2026. 2,569 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Umpqua Bank held 23,964 shares of Chevron worth $3.97M as of Q2 2026.
  • Umpqua Bank bought 1,105 Chevron shares in Q2 2026, an estimated $206K.
  • Chevron made up 0.89% of Umpqua Bank's portfolio in Q2 2026, its #26 holding.
  • Umpqua Bank first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Chevron position peaked at $4.73M in Q1 2026.
  • 2,569 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.