OMC Financial Services’s Chevron CVX Stock Holding History

OMC 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	$1.09M	Sell	6,583 -17	-0.3%	-$3.16K	0.36%	38
2026 Q1	$1.37M	Hold	6,600	–	–	0.53%	36
2025 Q4	$1.01M	Hold	6,600	–	–	0.37%	39
2025 Q3	$1.02M	Hold	6,600	–	–	0.38%	40
2025 Q2	$945K	Sell	6,600 -707	-10%	-$99.7K	0.39%	39
2025 Q1	$1.22M	Hold	7,307	–	–	0.55%	35
2024 Q4	$1.06M	Sell	7,307 -50	-0.7%	-$7.65K	0.45%	35
2024 Q3	$1.15M	Hold	7,357	–	–	0.54%	33
2024 Q2	$1.15M	Buy	7,357 +50	+0.7%	+$7.97K	0.54%	34
2024 Q1	$1.15M	Buy	+7,307	New	+$1.1M	0.59%	29

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

OMC Financial Services's CVX Position: Q2 2026 in Review

OMC Financial Services reduced its Chevron (CVX) stake by 0.26% in Q2 2026, selling an estimated $3.16K and leaving 6,583 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #38.

OMC Financial Services first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

OMC Financial Services held 6,583 shares of Chevron worth $1.09M as of Q2 2026.
OMC Financial Services sold 17 Chevron shares in Q2 2026, an estimated $3.16K.
Chevron made up 0.36% of OMC Financial Services's portfolio in Q2 2026, its #38 holding.
OMC Financial Services first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
OMC Financial Services's Chevron position peaked at $1.37M in Q1 2026.
2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.