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Occidental Asset Management’s Chevron CVX Stock Holding History

Occidental Asset 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 		$1.35M Buy
6,542
+752
+13% +$137K 0.16% 100
2025
Q4 		$882K Sell
5,790
-427
-7% -$65K 0.11% 118
2025
Q3 		$965K Buy
6,217
+975
+19% +$151K 0.12% 110
2025
Q2 		$751K Buy
5,242
+10
+0.2% +$1.41K 0.1% 122
2025
Q1 		$875K Buy
5,232
+602
+13% +$94.2K 0.13% 108
2024
Q4 		$671K Sell
4,630
-130
-3% -$19.9K 0.1% 123
2024
Q3 		$701K Buy
4,760
+1,033
+28% +$154K 0.11% 127
2024
Q2 		$583K Buy
3,727
+1,399
+60% +$223K 0.1% 129
2024
Q1 		$367K Sell
2,328
-464
-17% -$70K 0.07% 145
2023
Q4 		$416K Sell
2,792
-130
-4% -$19.7K 0.09% 146
2023
Q3 		$493K Sell
2,922
-315
-10% -$50.9K 0.11% 132
2023
Q2 		$509K Sell
3,237
-110
-3% -$17.6K 0.12% 148
2023
Q1 		$546K Buy
3,347
+312
+10% +$52.3K 0.14% 127
2022
Q4 		$545K Buy
3,035
+884
+41% +$154K 0.15% 128
2022
Q3 		$309K Buy
2,151
+4
+0.2% +$610 0.09% 142
2022
Q2 		$311K Buy
2,147
+4
+0.2% +$661 0.09% 144
2022
Q1 		$349K Buy
2,143
+31
+1% +$4.45K 0.09% 149
2021
Q4 		$248K Sell
2,112
-181
-8% -$20.6K 0.06% 180
2021
Q3 		$233K Buy
2,293
+106
+5% +$10.6K 0.06% 187
2021
Q2 		$229K Buy
+2,187
New +$231K 0.06% 183

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

Occidental Asset Management's CVX Position: Q1 2026 in Review

Occidental Asset Management increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $137K and bringing the position to 6,542 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #100.

Occidental Asset Management first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. 4,264 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Occidental Asset Management held 6,542 shares of Chevron worth $1.35M as of Q1 2026.
  • Occidental Asset Management bought 752 Chevron shares in Q1 2026, an estimated $137K.
  • Chevron made up 0.16% of Occidental Asset Management's portfolio in Q1 2026, its #100 holding.
  • Occidental Asset Management first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • 4,264 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.