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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koss-Olinger Consulting's CVX Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Chevron (CVX) stake by 45% in Q1 2026, selling an estimated $234K and leaving 1,590 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #195.

Koss-Olinger Consulting first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. The position peaked at $492K in Q1 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Koss-Olinger Consulting held 1,590 shares of Chevron worth $329K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,281 Chevron shares in Q1 2026, an estimated $234K.
  • Chevron made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #195 holding.
  • Koss-Olinger Consulting first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Chevron position peaked at $492K in Q1 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.