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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
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

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 Wealth Management's CVX Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Chevron (CVX) stake by 3.7% in Q1 2026, selling an estimated $41.8K and leaving 5,948 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #31.

OneAscent Wealth Management first reported a position in CVX in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q4 2022. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • OneAscent Wealth Management held 5,948 shares of Chevron worth $1.23M as of Q1 2026.
  • OneAscent Wealth Management sold 229 Chevron shares in Q1 2026, an estimated $41.8K.
  • Chevron made up 0.41% of OneAscent Wealth Management's portfolio in Q1 2026, its #31 holding.
  • OneAscent Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 17 quarters since.
  • OneAscent Wealth Management's Chevron position peaked at $1.31M in Q4 2022.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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