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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
Q2 		$273K Buy
1,644
+582
+55% +$108K 0.26% 100
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

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 Investment Solutions's CVX Position: Q2 2026 in Review

OneAscent Investment Solutions increased its Chevron (CVX) stake by 55% in Q2 2026, buying an estimated $108K and bringing the position to 1,644 shares worth $273K. The position accounts for 0.26% of the portfolio, ranked #100.

OneAscent Investment Solutions first reported a position in CVX in Q2 2025 and has held it in 3 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • OneAscent Investment Solutions held 1,644 shares of Chevron worth $273K as of Q2 2026.
  • OneAscent Investment Solutions bought 582 Chevron shares in Q2 2026, an estimated $108K.
  • Chevron made up 0.26% of OneAscent Investment Solutions's portfolio in Q2 2026, its #100 holding.
  • OneAscent Investment Solutions first reported a position in Chevron in Q2 2025 and has held it in 3 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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