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Oak Harbor Wealth Partners’s Chevron CVX Stock Holding History

Oak Harbor Wealth Partners’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 		$2.31M Buy
11,183
+85
+0.8% +$15.5K 0.54% 43
2025
Q4 		$1.69M Buy
11,098
+4,785
+76% +$729K 0.41% 62
2025
Q3 		$980K Buy
6,313
+291
+5% +$45.1K 0.24% 92
2025
Q2 		$862K Sell
6,022
-343
-5% -$48.4K 0.23% 94
2025
Q1 		$1.06M Sell
6,365
-1,437
-18% -$225K 0.3% 75
2024
Q4 		$1.13M Sell
7,802
-387
-5% -$59.2K 0.33% 74
2024
Q3 		$1.21M Sell
8,189
-204
-2% -$30.4K 0.34% 78
2024
Q2 		$1.31M Sell
8,393
-203
-2% -$32.4K 0.41% 66
2024
Q1 		$1.36M Buy
8,596
+19
+0.2% +$2.87K 0.42% 66
2023
Q4 		$1.28M Buy
8,577
+239
+3% +$36.1K 0.43% 62
2023
Q3 		$1.41M Sell
8,338
-38
-0.5% -$6.14K 0.5% 58
2023
Q2 		$1.32M Sell
8,376
-22
-0.3% -$3.53K 0.45% 63
2023
Q1 		$1.37M Buy
8,398
+1,235
+17% +$207K 0.5% 61
2022
Q4 		$1.29M Sell
7,163
-210
-3% -$36.6K 0.49% 58
2022
Q3 		$1.06M Buy
7,373
+72
+1% +$11K 0.41% 65
2022
Q2 		$1.06M Sell
7,301
-797
-10% -$132K 0.42% 63
2022
Q1 		$1.32M Sell
8,098
-98
-1% -$14.1K 0.43% 60
2021
Q4 		$962K Buy
+8,196
New +$931K 0.33% 69

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

Oak Harbor Wealth Partners's CVX Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Chevron (CVX) stake by 0.77% in Q1 2026, buying an estimated $15.5K and bringing the position to 11,183 shares worth $2.31M. The position accounts for 0.54% of the portfolio, ranked #43.

Oak Harbor Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Oak Harbor Wealth Partners held 11,183 shares of Chevron worth $2.31M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 85 Chevron shares in Q1 2026, an estimated $15.5K.
  • Chevron made up 0.54% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Oak Harbor Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.