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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
Q2 		$1.1M Sell
6,611
-4,572
-41% -$851K 0.41% 65
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

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

Oak Harbor Wealth Partners's CVX Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Chevron (CVX) stake by 41% in Q2 2026, selling an estimated $851K and leaving 6,611 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #65.

Oak Harbor Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oak Harbor Wealth Partners held 6,611 shares of Chevron worth $1.1M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 4,572 Chevron shares in Q2 2026, an estimated $851K.
  • Chevron made up 0.41% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Oak Harbor Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Chevron position peaked at $2.31M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.