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OneAscent Wealth Management’s Chevron CVX Stock Holding History

OneAscent Wealth Management’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 		$973K Sell
5,869
-79
-1% -$14.7K 0.29% 36
2026
Q1 		$1.23M Sell
5,948
-229
-4% -$41.8K 0.41% 31
2025
Q4 		$941K Sell
6,177
-706
-10% -$108K 0.31% 38
2025
Q3 		$1.07M Buy
6,883
+56
+0.8% +$8.67K 0.36% 35
2025
Q2 		$978K Buy
6,827
+3,186
+88% +$449K 0.36% 31
2025
Q1 		$609K Sell
3,641
-2,646
-42% -$414K 0.26% 39
2024
Q4 		$911K Sell
6,287
-319
-5% -$48.8K 0.38% 31
2024
Q3 		$973K Buy
+6,606
New +$983K 0.37% 27
2024
Q2 		– Sell
-6,845
Closed -$1.08M – 116
2024
Q1 		$1.08M Buy
6,845
+81
+1% +$12.2K 0.41% 28
2023
Q4 		$1.01M Buy
6,764
+336
+5% +$50.8K 0.4% 26
2023
Q3 		$1.08M Buy
+6,428
New +$1.04M 0.48% 24
2023
Q2 		– Sell
-7,363
Closed -$1.2M – 126
2023
Q1 		$1.2M Buy
7,363
+65
+0.9% +$10.9K 0.47% 24
2022
Q4 		$1.31M Buy
7,298
+2,383
+48% +$416K 0.62% 12
2022
Q3 		$706K Buy
4,915
+1,691
+52% +$258K 0.37% 24
2022
Q2 		$467K Sell
3,224
-1,085
-25% -$179K 0.24% 55
2022
Q1 		$702K Hold
4,309
– – 0.35% 41
2021
Q4 		$506K Buy
+4,309
New +$489K 1.26% 26
2021
Q1 		$278K Buy
+2,653
New +$259K 0.12% 175

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 Wealth Management's CVX Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $14.7K and leaving 5,869 shares worth $973K. The position accounts for 0.29% of the portfolio, ranked #36.

OneAscent Wealth Management first reported a position in CVX in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • OneAscent Wealth Management held 5,869 shares of Chevron worth $973K as of Q2 2026.
  • OneAscent Wealth Management sold 79 Chevron shares in Q2 2026, an estimated $14.7K.
  • Chevron made up 0.29% of OneAscent Wealth Management's portfolio in Q2 2026, its #36 holding.
  • OneAscent Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 18 quarters since.
  • OneAscent Wealth Management's Chevron position peaked at $1.31M in Q4 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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