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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
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

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

Live Oak Private Wealth's CVX Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Chevron (CVX) stake by 0.35% in Q1 2026, selling an estimated $43.9K and leaving 68,108 shares worth $14.1M. The position accounts for 1.96% of the portfolio, ranked #13.

Live Oak Private Wealth first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Live Oak Private Wealth held 68,108 shares of Chevron worth $14.1M as of Q1 2026.
  • Live Oak Private Wealth sold 241 Chevron shares in Q1 2026, an estimated $43.9K.
  • Chevron made up 1.96% of Live Oak Private Wealth's portfolio in Q1 2026, its #13 holding.
  • Live Oak Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.