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Crown Oak Advisors’s Chevron CVX Stock Holding History

Crown Oak Advisors’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 		$1.05M Buy
6,337
+3,031
+92% +$564K 0.49% 21
2026
Q1 		$684K Buy
3,306
+31
+0.9% +$5.65K 0.34% 21
2025
Q4 		$499K Buy
3,275
+72
+2% +$11K 0.24% 21
2025
Q3 		$459K Hold
3,203
– – 0.22% 21
2025
Q2 		$459K Buy
3,203
+38
+1% +$5.36K 0.22% 21
2025
Q1 		$530K Buy
3,165
+33
+1% +$5.17K 0.27% 20
2024
Q4 		$454K Buy
3,132
+32
+1% +$4.9K 0.23% 22
2024
Q3 		$457K Buy
3,100
+36
+1% +$5.36K 0.25% 21
2024
Q2 		$479K Buy
3,064
+32
+1% +$5.1K 0.27% 21
2024
Q1 		$478K Buy
3,032
+32
+1% +$4.83K 0.26% 21
2023
Q4 		$447K Buy
+3,000
New +$454K 0.26% 20

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Crown Oak Advisors's CVX Position: Q2 2026 in Review

Crown Oak Advisors increased its Chevron (CVX) stake by 92% in Q2 2026, buying an estimated $564K and bringing the position to 6,337 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #21.

Crown Oak Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Crown Oak Advisors held 6,337 shares of Chevron worth $1.05M as of Q2 2026.
  • Crown Oak Advisors bought 3,031 Chevron shares in Q2 2026, an estimated $564K.
  • Chevron made up 0.49% of Crown Oak Advisors's portfolio in Q2 2026, its #21 holding.
  • Crown Oak Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.