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Oak Thistle LLC’s Chevron CVX Stock Holding History

Oak Thistle LLC’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 		$10.4M Buy
50,265
+35,776
+247% +$6.52M 1.01% 2
2025
Q4 		$2.21M Sell
14,489
-4,252
-23% -$648K 0.31% 91
2025
Q3 		$2.91M Buy
+18,741
New +$2.9M 0.44% 43
2024
Q2 		– Sell
-1,276
Closed -$201K – 327
2024
Q1 		$201K Buy
+1,276
New +$193K 0.18% 266
2023
Q3 		– Sell
-5,596
Closed -$881K – 491
2023
Q2 		$881K Buy
+5,596
New +$897K 0.46% 53
2022
Q4 		– Sell
-1,571
Closed -$226K – 174
2022
Q3 		$226K Buy
1,571
+110
+8% +$16.8K 0.81% 68
2022
Q2 		$212K Buy
+1,461
New +$242K 0.41% 147

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 Thistle LLC's CVX Position: Q1 2026 in Review

Oak Thistle LLC increased its Chevron (CVX) stake by 247% in Q1 2026, buying an estimated $6.52M and bringing the position to 50,265 shares worth $10.4M. The position accounts for 1.01% of the portfolio, ranked #2.

Oak Thistle LLC first reported a position in CVX in Q2 2022 and has held it in 7 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Oak Thistle LLC held 50,265 shares of Chevron worth $10.4M as of Q1 2026.
  • Oak Thistle LLC bought 35,776 Chevron shares in Q1 2026, an estimated $6.52M.
  • Chevron made up 1.01% of Oak Thistle LLC's portfolio in Q1 2026, its #2 holding.
  • Oak Thistle LLC first reported a position in Chevron in Q2 2022 and has held it in 7 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.