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Oak Family Advisors’s Chevron CVX Stock Holding History

Oak Family 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 		$1.62M Buy
9,746
+3,184
+49% +$593K 0.41% 54
2026
Q1 		$1.36M Buy
6,562
+32
+0.5% +$5.83K 0.38% 53
2025
Q4 		$995K Buy
+6,530
New +$995K 0.27% 66
2025
Q1 		– Sell
-10,369
Closed -$1.5M – 120
2024
Q4 		$1.5M Buy
10,369
+1,064
+11% +$163K 0.54% 49
2024
Q3 		$1.37M Sell
9,305
-3,854
-29% -$574K 0.42% 53
2024
Q2 		$2.06M Sell
13,159
-88
-0.7% -$14K 0.71% 39
2024
Q1 		$2.09M Sell
13,247
-1,391
-10% -$210K 0.8% 39
2023
Q4 		$2.18M Buy
14,638
+7,082
+94% +$1.07M 0.92% 35
2023
Q3 		$1.27M Buy
7,556
+320
+4% +$51.7K 0.6% 44
2023
Q2 		$1.14M Buy
7,236
+1,136
+19% +$182K 0.54% 48
2023
Q1 		$995K Sell
6,100
-721
-11% -$121K 0.49% 50
2022
Q4 		$1.22M Sell
6,821
-45
-0.7% -$7.85K 0.66% 45
2022
Q3 		$986K Buy
6,866
+565
+9% +$86.2K 0.53% 45
2022
Q2 		$912K Buy
6,301
+50
+0.8% +$8.27K 0.46% 50
2022
Q1 		$1.02M Sell
6,251
-2,969
-32% -$426K 0.4% 54
2021
Q4 		$1.08M Buy
9,220
+2,220
+32% +$252K 0.4% 54
2021
Q3 		$710K Buy
7,000
+117
+2% +$11.7K 0.26% 59
2021
Q2 		$721K Buy
6,883
+200
+3% +$21.1K 0.3% 53
2021
Q1 		$700K Sell
6,683
-500
-7% -$48.8K 0.3% 54
2020
Q4 		$607K Buy
+7,183
New +$582K 0.31% 56

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Oak Family Advisors increased its Chevron (CVX) stake by 49% in Q2 2026, buying an estimated $593K and bringing the position to 9,746 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #54.

Oak Family Advisors first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.18M in Q4 2023. 2,616 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oak Family Advisors held 9,746 shares of Chevron worth $1.62M as of Q2 2026.
  • Oak Family Advisors bought 3,184 Chevron shares in Q2 2026, an estimated $593K.
  • Chevron made up 0.41% of Oak Family Advisors's portfolio in Q2 2026, its #54 holding.
  • Oak Family Advisors first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • Oak Family Advisors's Chevron position peaked at $2.18M in Q4 2023.
  • 2,616 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.