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Koss-Olinger Consulting’s Chevron CVX Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-1,590
Closed -$329K – 194
2026
Q1 		$329K Sell
1,590
-1,281
-45% -$234K 0.03% 195
2025
Q4 		$438K Sell
2,871
-9
-0.3% -$1.37K 0.03% 178
2025
Q3 		$412K Hold
2,880
– – 0.03% 230
2025
Q2 		$412K Sell
2,880
-60
-2% -$8.46K 0.03% 230
2025
Q1 		$492K Buy
+2,940
New +$460K 0.04% 202
2024
Q4 		– Sell
-2,003
Closed -$295K – 212
2024
Q3 		$295K Sell
2,003
-32
-2% -$4.76K 0.03% 227
2024
Q2 		$318K Buy
+2,035
New +$324K 0.03% 208
2024
Q1 		– Sell
-1,602
Closed -$239K – 107
2023
Q4 		$239K Buy
1,602
+153
+11% +$23.1K 0.02% 271
2023
Q3 		$244K Hold
1,449
– – 0.04% 224
2023
Q2 		$228K Sell
1,449
-100
-6% -$16K 0.03% 230
2023
Q1 		$253K Buy
1,549
+80
+5% +$13.4K 0.03% 199
2022
Q4 		$264K Hold
1,469
– – 0.04% 169
2022
Q3 		$211K Sell
1,469
-724
-33% -$110K 0.04% 200
2022
Q2 		$318K Sell
2,193
-51
-2% -$8.43K 0.06% 123
2022
Q1 		$365K Sell
2,244
-640
-22% -$91.8K 0.06% 133
2021
Q4 		$338K Buy
2,884
+427
+17% +$48.5K 0.05% 144
2021
Q3 		$249K Hold
2,457
– – 0.04% 192
2021
Q2 		$257K Hold
2,457
– – 0.04% 198
2021
Q1 		$257K Buy
+2,457
New +$240K 0.04% 189

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

Koss-Olinger Consulting's CVX Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,590 shares — an estimated $329K sold.

Koss-Olinger Consulting first reported a position in CVX in Q1 2021 and held it in 19 quarters. The position peaked at $492K in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,590 Chevron shares in Q2 2026, an estimated $329K.
  • Koss-Olinger Consulting first reported a position in Chevron in Q1 2021 and held it in 19 quarters.
  • Koss-Olinger Consulting's Chevron position peaked at $492K in Q1 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.