Oak Hill Wealth Advisors’s Chevron CVX Stock Holding History

Oak Hill Wealth 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
2025 Q3	$1.98M	Hold	12,755	–	–	0.37%	43
2025 Q2	$1.95M	Buy	12,755 +235	+2%	+$33.1K	0.41%	38
2025 Q1	$2.09M	Sell	12,520 -422	-3%	-$66.1K	0.49%	36
2024 Q4	$1.87M	Buy	+12,942	New	+$1.98M	0.45%	36
2024 Q3	–	Sell	-10,031	Closed	-$1.49M	–	148
2024 Q2	$1.57M	Buy	+10,031	New	+$1.6M	0.48%	31
2024 Q1	–	Sell	-10,479	Closed	-$1.58M	–	135
2023 Q4	$1.56M	Sell	10,479 -198	-2%	-$29.9K	0.54%	25
2023 Q3	$1.8M	Buy	10,677 +2,829	+36%	+$457K	0.69%	19
2023 Q2	$1.24M	Sell	7,848 -1,373	-15%	-$220K	0.46%	30
2023 Q1	$1.51M	Sell	9,221 -229	-2%	-$38.4K	0.6%	24
2022 Q4	$1.7M	Buy	+9,450	New	+$1.65M	0.7%	22

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oak Hill Wealth Advisors's CVX Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Chevron (CVX) position steady in Q3 2025 at 12,755 shares worth $1.98M. The position accounts for 0.37% of the portfolio, ranked #43.

Oak Hill Wealth Advisors first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Oak Hill Wealth Advisors held 12,755 shares of Chevron worth $1.98M as of Q3 2025.
Oak Hill Wealth Advisors left its Chevron share count unchanged in Q3 2025.
Chevron made up 0.37% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #43 holding.
Oak Hill Wealth Advisors first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Chevron position peaked at $2.09M in Q1 2025.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.