OHWA
CVX icon

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
2024
Q4 		– Sell
-9,331
Closed -$1.37M – 170
2024
Q3 		$1.37M Buy
+9,331
New +$1.39M 0.34% 41
2024
Q2 		– Sell
-10,239
Closed -$1.62M – 142
2024
Q1 		$1.62M Buy
+10,239
New +$1.55M 0.52% 25

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
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.