Oppenheimer & Co’s Chevron CVX Stock Holding History

Oppenheimer & Co’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	$40.5M	Sell	195,594 -3,438	-2%	-$627K	0.49%	35
2025 Q4	$30.3M	Sell	199,032 -2,058	-1%	-$313K	0.43%	35
2025 Q3	$31.2M	Buy	201,090 +20,713	+11%	+$3.21M	0.38%	37
2025 Q2	$25.8M	Buy	180,377 +1,363	+0.8%	+$192K	0.34%	48
2025 Q1	$29.9M	Buy	179,014 +5,895	+3%	+$923K	0.45%	33
2024 Q4	$25.1M	Sell	173,119 -188	-0.1%	-$28.8K	0.37%	43
2024 Q3	$25.5M	Sell	173,307 -7,891	-4%	-$1.17M	0.39%	39
2024 Q2	$28.3M	Buy	181,198 +6,254	+4%	+$997K	0.45%	31
2024 Q1	$27.6M	Buy	174,944 +8,905	+5%	+$1.34M	0.46%	33
2023 Q4	$24.8M	Sell	166,039 -40,697	-20%	-$6.16M	0.46%	29
2023 Q3	$34.9M	Buy	206,736 +16,724	+9%	+$2.7M	0.72%	16
2023 Q2	$29.9M	Sell	190,012 -17,793	-9%	-$2.85M	0.6%	19
2023 Q1	$33.9M	Buy	207,805 +33,790	+19%	+$5.67M	0.72%	15
2022 Q4	$31.2M	Sell	174,015 -20,154	-10%	-$3.52M	0.71%	17
2022 Q3	$27.9M	Sell	194,169 -5,373	-3%	-$819K	0.65%	17
2022 Q2	$28.9M	Sell	199,542 -334	-0.2%	-$55.2K	0.62%	18
2022 Q1	$32.5M	Sell	199,876 -18,702	-9%	-$2.68M	0.59%	20
2021 Q4	$25.6M	Buy	218,578 +34,560	+19%	+$3.93M	0.45%	34
2021 Q3	$18.7M	Sell	184,018 -278	-0.2%	-$27.7K	0.35%	53
2021 Q2	$19.3M	Buy	184,296 +36,096	+24%	+$3.81M	0.35%	52
2021 Q1	$15.5M	Buy	148,200 +2,146	+1%	+$210K	0.31%	66
2020 Q4	$12.3M	Buy	146,054 +12,828	+10%	+$1.04M	0.26%	84
2020 Q3	$9.59M	Sell	133,226 -15,807	-11%	-$1.33M	0.24%	85
2020 Q2	$13.3M	Sell	149,033 -1,222	-0.8%	-$109K	0.34%	62
2020 Q1	$10.9M	Sell	150,255 -12,982	-8%	-$1.28M	0.33%	65
2019 Q4	$19.7M	Sell	163,237 -2,610	-2%	-$307K	0.49%	43
2019 Q3	$19.7M	Buy	165,847 +12,871	+8%	+$1.56M	0.54%	35
2019 Q2	$19M	Sell	152,976 -11,124	-7%	-$1.35M	0.52%	37
2019 Q1	$20.2M	Sell	164,100 -7,177	-4%	-$849K	0.54%	34
2018 Q4	$18.6M	Buy	171,277 +11,792	+7%	+$1.37M	0.58%	34
2018 Q3	$19.5M	Buy	159,485 +1,462	+0.9%	+$177K	0.5%	41
2018 Q2	$20M	Buy	158,023 +9,639	+6%	+$1.2M	0.54%	36
2018 Q1	$16.9M	Buy	148,384 +6,437	+5%	+$770K	0.43%	49
2017 Q4	$17.8M	Sell	141,947 -6,102	-4%	-$724K	0.46%	44
2017 Q3	$17.4M	Buy	148,049 +5,889	+4%	+$643K	0.47%	43
2017 Q2	$14.8M	Buy	142,160 +2,466	+2%	+$261K	0.41%	49
2017 Q1	$15M	Sell	139,694 -5,771	-4%	-$647K	0.42%	48
2016 Q4	$17.1M	Sell	145,465 -34,029	-19%	-$3.71M	0.5%	39
2016 Q3	$18.5M	Buy	179,494 +2,373	+1%	+$242K	0.54%	34
2016 Q2	$18.6M	Buy	177,121 +18,385	+12%	+$1.85M	0.55%	30
2016 Q1	$15.1M	Buy	158,736 +6,890	+5%	+$603K	0.46%	44
2015 Q4	$13.7M	Sell	151,846 -37,735	-20%	-$3.4M	0.41%	53
2015 Q3	$15M	Sell	189,581 -4,379	-2%	-$369K	0.45%	40
2015 Q2	$18.7M	Sell	193,960 -301	-0.2%	-$31.6K	0.52%	32
2015 Q1	$20.4M	Buy	194,261 +11,318	+6%	+$1.21M	0.56%	26
2014 Q4	$20.5M	Sell	182,943 -12,415	-6%	-$1.41M	0.59%	28
2014 Q3	$23.3M	Buy	195,358 +125	+0.1%	+$15.9K	0.69%	16
2014 Q2	$25.5M	Sell	195,233 -29,827	-13%	-$3.71M	0.77%	11
2014 Q1	$26.8M	Buy	225,060 +22,442	+11%	+$2.61M	0.8%	11
2013 Q4	$25.3M	Buy	202,618 +10,573	+6%	+$1.28M	0.81%	10
2013 Q3	$23.3M	Buy	192,045 +740	+0.4%	+$91K	0.82%	9
2013 Q2	$22.6M	Buy	+191,305	New	+$23.1M	0.88%	9

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oppenheimer & Co's CVX Position: Q1 2026 in Review

Oppenheimer & Co reduced its Chevron (CVX) stake by 1.7% in Q1 2026, selling an estimated $627K and leaving 195,594 shares worth $40.5M. The position accounts for 0.49% of the portfolio, ranked #35.

Oppenheimer & Co first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Oppenheimer & Co held 195,594 shares of Chevron worth $40.5M as of Q1 2026.
Oppenheimer & Co sold 3,438 Chevron shares in Q1 2026, an estimated $627K.
Chevron made up 0.49% of Oppenheimer & Co's portfolio in Q1 2026, its #35 holding.
Oppenheimer & Co first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.