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Oakwell Private Wealth Management’s Chevron CVX Stock Holding History

Oakwell Private Wealth Management’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 		$307K Buy
1,854
+144
+8% +$26.8K 0.05% 70
2026
Q1 		$354K Buy
1,710
+17
+1% +$3.1K 0.06% 64
2025
Q4 		$258K Sell
1,693
-1,047
-38% -$159K 0.05% 69
2025
Q3 		$425K Sell
2,740
-186
-6% -$28.8K 0.09% 61
2025
Q2 		$419K Sell
2,926
-148
-5% -$20.9K 0.1% 56
2025
Q1 		$514K Buy
3,074
+212
+7% +$33.2K 0.14% 47
2024
Q4 		$415K Sell
2,862
-663
-19% -$101K 0.12% 47
2024
Q3 		$519K Sell
3,525
-87
-2% -$12.9K 0.15% 44
2024
Q2 		$565K Buy
3,612
+2,100
+139% +$335K 0.16% 45
2024
Q1 		$239K Buy
1,512
+22
+1% +$3.32K 0.07% 59
2023
Q4 		$222K Hold
1,490
– – 0.08% 59
2023
Q3 		$251K Sell
1,490
-23
-2% -$3.71K 0.11% 57
2023
Q2 		$238K Buy
1,513
+88
+6% +$14.1K 0.1% 56
2023
Q1 		$233K Buy
1,425
+43
+3% +$7.21K 0.11% 57
2022
Q4 		$248K Sell
1,382
-18
-1% -$3.14K 0.12% 56
2022
Q3 		$201K Sell
1,400
-13
-0.9% -$1.98K 0.11% 59
2022
Q2 		$205K Buy
+1,413
New +$234K 0.12% 57

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

Oakwell Private Wealth Management's CVX Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,854 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #70.

Oakwell Private Wealth Management first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $565K in Q2 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oakwell Private Wealth Management held 1,854 shares of Chevron worth $307K as of Q2 2026.
  • Oakwell Private Wealth Management bought 144 Chevron shares in Q2 2026, an estimated $26.8K.
  • Chevron made up 0.05% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Oakwell Private Wealth Management first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Oakwell Private Wealth Management's Chevron position peaked at $565K in Q2 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.