Osaic Holdings
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Osaic Holdings’s Chevron CVX Stock Holding History

Osaic Holdings’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 		$563 Buy
+4
New +$729 ﹤0.01% 7408
2020
Q4 		– Sell
-1
Closed -$1K – 6423
2020
Q3 		$1K Buy
+1
New +$84 ﹤0.01% 5986

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 $295B AUM 31.6% 1-Year Est. Return

Osaic Holdings's CVX Position: Q1 2026 in Review

Osaic Holdings increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $26.3M and bringing the position to 1,043,653 shares worth $216M. The position accounts for 0.32% of the portfolio, ranked #49.

Osaic Holdings first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $234M in Q3 2023. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Osaic Holdings held 1,043,653 shares of Chevron worth $216M as of Q1 2026.
  • Osaic Holdings bought 144,438 Chevron shares in Q1 2026, an estimated $26.3M.
  • Chevron made up 0.32% of Osaic Holdings's portfolio in Q1 2026, its #49 holding.
  • Osaic Holdings first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Chevron position peaked at $234M in Q3 2023.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.