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Carbahal Olsen Financial Services Group’s Chevron CVX Stock Holding History

Carbahal Olsen Financial Services Group’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 		$356K Hold
1,723
– – 0.29% 26
2025
Q4 		$263K Hold
1,723
– – 0.2% 35
2025
Q3 		$268K Hold
1,723
– – 0.21% 32
2025
Q2 		$247K Hold
1,723
– – 0.21% 33
2025
Q1 		$288K Hold
1,723
– – 0.27% 26
2024
Q4 		$250K Buy
+1,723
New +$264K 0.23% 30

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

Carbahal Olsen Financial Services Group's CVX Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group held its Chevron (CVX) position steady in Q1 2026 at 1,723 shares worth $356K. The position accounts for 0.29% of the portfolio, ranked #26.

Carbahal Olsen Financial Services Group 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.

  • Carbahal Olsen Financial Services Group held 1,723 shares of Chevron worth $356K as of Q1 2026.
  • Carbahal Olsen Financial Services Group left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.29% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #26 holding.
  • Carbahal Olsen Financial Services Group 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 Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.