Oakland Financial Corp’s Chevron CVX Stock Holding History

Oakland Financial Corp’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	–	Sell	-3,300	Closed	-$683K	–	7
2026 Q1	$683K	Hold	3,300	–	–	10.77%	4
2025 Q4	$503K	Hold	3,300	–	–	8.33%	5
2025 Q3	$512K	Hold	3,300	–	–	8.74%	5
2025 Q2	$473K	Hold	3,300	–	–	8.89%	5
2025 Q1	$552K	Sell	3,300 -1,000	-23%	-$157K	8.16%	4
2024 Q4	$623K	Buy	+4,300	New	+$658K	7.13%	5

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Oakland Financial Corp's CVX Position: Q2 2026 in Review

Oakland Financial Corp sold out of Chevron (CVX) in Q2 2026, closing a stake of 3,300 shares — an estimated $683K sold.

Oakland Financial Corp first reported a position in CVX in Q4 2024 and held it in 6 quarters. The position peaked at $683K in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Oakland Financial Corp reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Oakland Financial Corp sold 3,300 Chevron shares in Q2 2026, an estimated $683K.
Oakland Financial Corp first reported a position in Chevron in Q4 2024 and held it in 6 quarters.
Oakland Financial Corp's Chevron position peaked at $683K in Q1 2026.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.