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 Q2	$800K	Buy	4,826 +639	+15%	+$119K	0.24%	40
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

O'Donnell Financial Services's CVX Position: Q2 2026 in Review

O'Donnell Financial Services increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 4,826 shares worth $800K. The position accounts for 0.24% of the portfolio, ranked #40.

O'Donnell Financial Services first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $866K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

O'Donnell Financial Services held 4,826 shares of Chevron worth $800K as of Q2 2026.
O'Donnell Financial Services bought 639 Chevron shares in Q2 2026, an estimated $119K.
Chevron made up 0.24% of O'Donnell Financial Services's portfolio in Q2 2026, its #40 holding.
O'Donnell Financial Services first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
O'Donnell Financial Services's Chevron position peaked at $866K in Q1 2026.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.