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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
Q2 		$513K Hold
3,504
– – 0.05% 92
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cheviot Value Management's ORCL Position: Q2 2026 in Review

Cheviot Value Management held its Oracle (ORCL) position steady in Q2 2026 at 3,504 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #92.

Cheviot Value Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $940K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cheviot Value Management held 3,504 shares of Oracle worth $513K as of Q2 2026.
  • Cheviot Value Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of Cheviot Value Management's portfolio in Q2 2026, its #92 holding.
  • Cheviot Value Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Cheviot Value Management's Oracle position peaked at $940K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.