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
Q2 		$678K Buy
4,088
+88
+2% +$16.4K 0.34% 61
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneAscent Family Office's CVX Position: Q2 2026 in Review

OneAscent Family Office increased its Chevron (CVX) stake by 2.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 4,088 shares worth $678K. The position accounts for 0.34% of the portfolio, ranked #61.

OneAscent Family Office first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $828K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • OneAscent Family Office held 4,088 shares of Chevron worth $678K as of Q2 2026.
  • OneAscent Family Office bought 88 Chevron shares in Q2 2026, an estimated $16.4K.
  • Chevron made up 0.34% of OneAscent Family Office's portfolio in Q2 2026, its #61 holding.
  • OneAscent Family Office first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Family Office's Chevron position peaked at $828K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.