Cheviot Value Management’s Oracle ORCL Stock Holding History

Cheviot Value Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$515K	Buy	3,504 +200	+6%	+$32.5K	0.05%	84
2025 Q4	$571K	Sell	3,304 -42	-1%	-$10K	0.06%	83
2025 Q3	$940K	Sell	3,346 -369	-10%	-$94K	0.1%	64
2025 Q2	$929K	Hold	3,715	–	–	0.11%	61
2025 Q1	$555K	Buy	3,715 +1,469	+65%	+$239K	0.07%	71
2024 Q4	$374K	Buy	2,246 +6	+0.3%	+$1.07K	0.07%	56
2024 Q3	$382K	Hold	2,240	–	–	0.07%	55
2024 Q2	$316K	Hold	2,240	–	–	0.06%	56
2024 Q1	$281K	Buy	2,240 +1	+0%	+$114	0.06%	52
2023 Q4	$236K	Hold	2,239	–	–	0.05%	66
2023 Q3	$237K	Hold	2,239	–	–	0.05%	65
2023 Q2	$267K	Buy	2,239 +51	+2%	+$5.27K	0.06%	66
2023 Q1	$203K	Buy	+2,188	New	+$192K	0.05%	69

Other funds holding ORCL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cheviot Value Management's ORCL Position: Q1 2026 in Review

Cheviot Value Management increased its Oracle (ORCL) stake by 6.1% in Q1 2026, buying an estimated $32.5K and bringing the position to 3,504 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #84.

Cheviot Value Management first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $940K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Cheviot Value Management held 3,504 shares of Oracle worth $515K as of Q1 2026.
Cheviot Value Management bought 200 Oracle shares in Q1 2026, an estimated $32.5K.
Oracle made up 0.05% of Cheviot Value Management's portfolio in Q1 2026, its #84 holding.
Cheviot Value Management first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
Cheviot Value Management's Oracle position peaked at $940K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.