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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
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

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

Oakwell Private Wealth Management's CVX Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Chevron (CVX) stake by 1% in Q1 2026, buying an estimated $3.1K and bringing the position to 1,710 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #64.

Oakwell Private Wealth Management first reported a position in CVX in Q2 2022 and has held it in 16 quarters since. The position peaked at $565K in Q2 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Oakwell Private Wealth Management held 1,710 shares of Chevron worth $354K as of Q1 2026.
  • Oakwell Private Wealth Management bought 17 Chevron shares in Q1 2026, an estimated $3.1K.
  • Chevron made up 0.06% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Oakwell Private Wealth Management first reported a position in Chevron in Q2 2022 and has held it in 16 quarters since.
  • Oakwell Private Wealth Management's Chevron position peaked at $565K in Q2 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.