Barbara Oil Co’s Chevron CVX Stock Holding History

Barbara Oil Co’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	$2.07M	Hold	10,000	–	–	0.8%	37
2025 Q4	$1.52M	Hold	10,000	–	–	0.57%	50
2025 Q3	$1.55M	Hold	10,000	–	–	0.58%	53
2025 Q2	$1.43M	Hold	10,000	–	–	0.56%	58
2025 Q1	$1.67M	Hold	10,000	–	–	0.68%	45
2024 Q4	$1.45M	Hold	10,000	–	–	0.6%	51
2024 Q3	$1.47M	Hold	10,000	–	–	0.6%	50
2024 Q2	$1.56M	Hold	10,000	–	–	0.68%	46
2024 Q1	$1.58M	Hold	10,000	–	–	0.67%	47
2023 Q4	$1.49M	Hold	10,000	–	–	0.67%	46
2023 Q3	$1.69M	Hold	10,000	–	–	0.8%	35
2023 Q2	$1.57M	Hold	10,000	–	–	0.72%	43
2023 Q1	$1.63M	Hold	10,000	–	–	0.78%	39
2022 Q4	$1.79M	Hold	10,000	–	–	0.86%	33
2022 Q3	$1.44M	Hold	10,000	–	–	0.79%	36
2022 Q2	$1.45M	Hold	10,000	–	–	0.75%	41
2022 Q1	$1.63M	Hold	10,000	–	–	0.75%	39
2021 Q4	$1.17M	Hold	10,000	–	–	0.51%	62
2021 Q3	$1.01M	Buy	10,000 +2,000	+25%	+$199K	0.48%	63
2021 Q2	$838K	Hold	8,000	–	–	0.39%	69
2021 Q1	$838K	Hold	8,000	–	–	0.4%	66
2020 Q4	$676K	Hold	8,000	–	–	0.34%	71
2020 Q3	$576K	Hold	8,000	–	–	0.32%	72
2020 Q2	$714K	Hold	8,000	–	–	0.41%	66
2020 Q1	$580K	Hold	8,000	–	–	0.39%	67
2019 Q4	$964K	Hold	8,000	–	–	0.51%	56
2019 Q3	$949K	Hold	8,000	–	–	0.54%	56
2019 Q2	$996K	Hold	8,000	–	–	0.57%	53
2019 Q1	$985K	Hold	8,000	–	–	0.58%	53
2018 Q4	$870K	Hold	8,000	–	–	0.59%	52
2018 Q3	$978K	Hold	8,000	–	–	0.58%	54
2018 Q2	$1.01M	Hold	8,000	–	–	0.65%	47
2018 Q1	$912K	Hold	8,000	–	–	0.59%	53
2017 Q4	$1M	Hold	8,000	–	–	0.64%	50
2017 Q3	$940K	Hold	8,000	–	–	0.65%	46
2017 Q2	$835K	Hold	8,000	–	–	0.6%	56
2017 Q1	$859K	Hold	8,000	–	–	0.64%	54
2016 Q4	$942K	Hold	8,000	–	–	0.73%	47
2016 Q3	$823K	Hold	8,000	–	–	0.66%	48
2016 Q2	$839K	Hold	8,000	–	–	0.68%	45
2016 Q1	$763K	Hold	8,000	–	–	0.64%	51
2015 Q4	$720K	Hold	8,000	–	–	0.61%	51
2015 Q3	$631K	Hold	8,000	–	–	0.56%	57
2015 Q2	$772K	Hold	8,000	–	–	0.64%	51
2015 Q1	$840K	Hold	8,000	–	–	0.69%	46
2014 Q4	$897K	Hold	8,000	–	–	0.73%	44
2014 Q3	$955K	Hold	8,000	–	–	0.81%	42
2014 Q2	$1.04M	Hold	8,000	–	–	0.89%	40
2014 Q1	$951K	Hold	8,000	–	–	0.84%	41
2013 Q4	$999K	Buy	+8,000	New	+$967K	0.87%	39

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barbara Oil Co's CVX Position: Q1 2026 in Review

Barbara Oil Co held its Chevron (CVX) position steady in Q1 2026 at 10,000 shares worth $2.07M. The position accounts for 0.8% of the portfolio, ranked #37.

Barbara Oil Co first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Barbara Oil Co held 10,000 shares of Chevron worth $2.07M as of Q1 2026.
Barbara Oil Co left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.8% of Barbara Oil Co's portfolio in Q1 2026, its #37 holding.
Barbara Oil Co first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.