OFO
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OneAscent Family Office’s Chevron CVX Stock Holding History

OneAscent Family Office’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 		$828K Buy
4,000
+374
+10% +$68.2K 0.58% 40
2025
Q4 		$553K Buy
3,626
+408
+13% +$62.1K 0.37% 67
2025
Q3 		$500K Buy
3,218
+236
+8% +$36.5K 0.41% 63
2025
Q2 		$427K Sell
2,982
-1,916
-39% -$270K 0.4% 60
2025
Q1 		$820K Buy
4,898
+2,567
+110% +$402K 0.76% 38
2024
Q4 		$338K Buy
+2,331
New +$357K 0.61% 40

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

OneAscent Family Office's CVX Position: Q1 2026 in Review

OneAscent Family Office increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $68.2K and bringing the position to 4,000 shares worth $828K. The position accounts for 0.58% of the portfolio, ranked #40.

OneAscent Family Office first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • OneAscent Family Office held 4,000 shares of Chevron worth $828K as of Q1 2026.
  • OneAscent Family Office bought 374 Chevron shares in Q1 2026, an estimated $68.2K.
  • Chevron made up 0.58% of OneAscent Family Office's portfolio in Q1 2026, its #40 holding.
  • OneAscent Family Office first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.