O'Donnell Financial Services’s Chevron CVX Stock Holding History

O'Donnell Financial Services’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	$866K	Buy	4,187 +428	+11%	+$78K	0.3%	36
2025 Q4	$573K	Hold	3,759	–	–	0.2%	38
2025 Q3	$584K	Buy	3,759 +72	+2%	+$11.2K	0.21%	37
2025 Q2	$528K	Hold	3,687	–	–	0.2%	33
2025 Q1	$617K	Buy	3,687 +15	+0.4%	+$2.35K	0.25%	34
2024 Q4	$546K	Hold	3,672	–	–	0.23%	28
2024 Q3	$541K	Hold	3,672	–	–	0.22%	31
2024 Q2	$574K	Buy	3,672 +195	+6%	+$31.1K	0.26%	27
2024 Q1	$548K	Buy	3,477 +5	+0.1%	+$755	0.25%	28
2023 Q4	$518K	Hold	3,472	–	–	0.26%	26
2023 Q3	$585K	Hold	3,472	–	–	0.33%	17
2023 Q2	$546K	Sell	3,472 -78	-2%	-$12.5K	0.33%	12
2023 Q1	$579K	Buy	3,550 +78	+2%	+$13.1K	1.03%	7
2022 Q4	$623K	Sell	3,472 -1,760	-34%	-$307K	5.72%	5
2022 Q3	$752K	Hold	5,232	–	–	2.62%	6
2022 Q2	$757K	Hold	5,232	–	–	0.62%	14
2022 Q1	$852K	Sell	5,232 -231	-4%	-$33.1K	0.39%	19
2021 Q4	$713K	Buy	5,463 +1,753	+47%	+$199K	0.33%	21
2021 Q3	$376K	Buy	+3,710	New	+$370K	0.18%	34

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

O'Donnell Financial Services's CVX Position: Q1 2026 in Review

O'Donnell Financial Services increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $78K and bringing the position to 4,187 shares worth $866K. The position accounts for 0.3% of the portfolio, ranked #36.

O'Donnell Financial Services first reported a position in CVX in Q3 2021 and has held it in 19 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

O'Donnell Financial Services held 4,187 shares of Chevron worth $866K as of Q1 2026.
O'Donnell Financial Services bought 428 Chevron shares in Q1 2026, an estimated $78K.
Chevron made up 0.3% of O'Donnell Financial Services's portfolio in Q1 2026, its #36 holding.
O'Donnell Financial Services first reported a position in Chevron in Q3 2021 and has held it in 19 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.