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Live Oak Private Wealth’s Chevron CVX Stock Holding History

Live Oak Private Wealth’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 		$11M Sell
66,196
-1,912
-3% -$356K 1.37% 24
2026
Q1 		$14.1M Sell
68,108
-241
-0.4% -$43.9K 1.96% 13
2025
Q4 		$10.4M Sell
68,349
-103
-0.2% -$15.7K 1.42% 23
2025
Q3 		$10.6M Buy
68,452
+568
+0.8% +$88K 1.48% 21
2025
Q2 		$9.72M Buy
67,884
+440
+0.7% +$62K 1.45% 24
2025
Q1 		$11.3M Buy
67,444
+1,065
+2% +$167K 1.83% 16
2024
Q4 		$9.61M Sell
66,379
-608
-0.9% -$93.1K 1.62% 17
2024
Q3 		$9.87M Buy
66,987
+1,674
+3% +$249K 1.6% 16
2024
Q2 		$10.2M Sell
65,313
-434
-0.7% -$69.2K 1.76% 14
2024
Q1 		$10.4M Buy
65,747
+486
+0.7% +$73.3K 1.8% 14
2023
Q4 		$9.73M Buy
65,261
+2,123
+3% +$321K 1.83% 12
2023
Q3 		$10.6M Buy
63,138
+17
+0% +$2.75K 2.27% 8
2023
Q2 		$9.93M Sell
63,121
-146
-0.2% -$23.4K 1.98% 8
2023
Q1 		$10.3M Sell
63,267
-791
-1% -$133K 2.13% 7
2022
Q4 		$11.5M Buy
64,058
+519
+0.8% +$90.6K 2.38% 7
2022
Q3 		$9.13M Buy
63,539
+42
+0.1% +$6.41K 2.05% 10
2022
Q2 		$9.19M Buy
63,497
+651
+1% +$108K 1.94% 9
2022
Q1 		$10.2M Buy
62,846
+2,248
+4% +$322K 1.98% 10
2021
Q4 		$7.11M Buy
60,598
+1,690
+3% +$192K 1.33% 26
2021
Q3 		$5.98M Buy
58,908
+2,988
+5% +$298K 1.21% 34
2021
Q2 		$5.86M Buy
55,920
+3,243
+6% +$342K 1.29% 31
2021
Q1 		$5.52M Buy
52,677
+7,349
+16% +$718K 1.35% 28
2020
Q4 		$3.83M Buy
45,328
+6,005
+15% +$486K 1.07% 39
2020
Q3 		$2.83M Buy
39,323
+2,185
+6% +$184K 0.97% 42
2020
Q2 		$3.31M Buy
37,138
+32,658
+729% +$2.92M 1.2% 40
2020
Q1 		$325K Buy
4,480
+739
+20% +$73K 0.33% 53
2019
Q4 		$451K Buy
+3,741
New +$441K 0.44% 42

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Live Oak Private Wealth's CVX Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Chevron (CVX) stake by 2.8% in Q2 2026, selling an estimated $356K and leaving 66,196 shares worth $11M. The position accounts for 1.37% of the portfolio, ranked #24.

Live Oak Private Wealth first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Live Oak Private Wealth held 66,196 shares of Chevron worth $11M as of Q2 2026.
  • Live Oak Private Wealth sold 1,912 Chevron shares in Q2 2026, an estimated $356K.
  • Chevron made up 1.37% of Live Oak Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Live Oak Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Chevron position peaked at $14.1M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.