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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
Q2 		$286K Hold
1,723
– – 0.2% 31
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carbahal Olsen Financial Services Group's CVX Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its Chevron (CVX) position steady in Q2 2026 at 1,723 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #31.

Carbahal Olsen Financial Services Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2026. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 1,723 shares of Chevron worth $286K as of Q2 2026.
  • Carbahal Olsen Financial Services Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.2% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #31 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Carbahal Olsen Financial Services Group's Chevron position peaked at $356K in Q1 2026.
  • 4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.