OIS
CVX icon

OneAscent Investment Solutions’s Chevron CVX Stock Holding History

OneAscent Investment Solutions’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 		$220K Buy
+1,062
New +$194K 0.22% 127
2025
Q3 		– Sell
-1,713
Closed -$245K – 126
2025
Q2 		$245K Buy
+1,713
New +$241K 0.26% 116

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 $336B AUM 34.66% 1-Year Est. Return

OneAscent Investment Solutions's CVX Position: Q1 2026 in Review

OneAscent Investment Solutions opened a new position in Chevron (CVX) in Q1 2026: 1,062 shares worth $220K. The stake represents 0.22% of the portfolio and ranks #127 among its holdings. This is a return to the name: OneAscent Investment Solutions previously reported a position in CVX as recently as Q2 2025.

OneAscent Investment Solutions first reported a position in CVX in Q2 2025 and has held it in 2 quarters since. The position peaked at $245K in Q2 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • OneAscent Investment Solutions held 1,062 shares of Chevron worth $220K as of Q1 2026.
  • Chevron was a new OneAscent Investment Solutions position in Q1 2026.
  • Chevron made up 0.22% of OneAscent Investment Solutions's portfolio in Q1 2026, its #127 holding.
  • OneAscent Investment Solutions first reported a position in Chevron in Q2 2025 and has held it in 2 quarters since.
  • OneAscent Investment Solutions's Chevron position peaked at $245K in Q2 2025.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.