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Oxford Financial Group’s Chevron CVX Stock Holding History

Oxford Financial Group’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 		$1.16M Sell
6,972
-179
-3% -$33.3K 0.06% 99
2026
Q1 		$1.48M Buy
7,151
+2,474
+53% +$451K 0.08% 71
2025
Q4 		$713K Sell
4,677
-1,753
-27% -$267K 0.04% 115
2025
Q3 		$998K Buy
6,430
+2,246
+54% +$348K 0.06% 91
2025
Q2 		$599K Sell
4,184
-207
-5% -$29.2K 0.04% 119
2025
Q1 		$735K Sell
4,391
-68
-2% -$10.6K 0.05% 100
2024
Q4 		$646K Buy
4,459
+13
+0.3% +$1.99K 0.04% 115
2024
Q3 		$655K Sell
4,446
-1,155
-21% -$172K 0.04% 111
2024
Q2 		$876K Buy
5,601
+990
+21% +$158K 0.06% 99
2024
Q1 		$727K Sell
4,611
-508
-10% -$76.7K 0.05% 100
2023
Q4 		$764K Buy
5,119
+837
+20% +$127K 0.06% 100
2023
Q3 		$722K Sell
4,282
-664
-13% -$107K 0.06% 97
2023
Q2 		$778K Buy
4,946
+963
+24% +$154K 0.07% 94
2023
Q1 		$650K Buy
3,983
+91
+2% +$15.3K 0.07% 90
2022
Q4 		$699K Buy
3,892
+520
+15% +$90.7K 0.08% 85
2022
Q3 		$485K Sell
3,372
-536
-14% -$81.7K 0.07% 101
2022
Q2 		$566K Sell
3,908
-2,255
-37% -$373K 0.08% 97
2022
Q1 		$1M Sell
6,163
-4,204
-41% -$603K 0.13% 74
2021
Q4 		$1.22M Buy
10,367
+92
+0.9% +$10.4K 0.14% 69
2021
Q3 		$1.04M Sell
10,275
-869
-8% -$86.7K 0.13% 72
2021
Q2 		$1.17M Buy
11,144
+731
+7% +$77.2K 0.16% 65
2021
Q1 		$1.09M Sell
10,413
-3,037
-23% -$297K 0.15% 61
2020
Q4 		$1.14M Buy
13,450
+499
+4% +$40.4K 0.16% 54
2020
Q3 		$932K Sell
12,951
-954
-7% -$80.2K 0.15% 59
2020
Q2 		$1.24M Sell
13,905
-56
-0.4% -$5.01K 0.21% 45
2020
Q1 		$1.01M Buy
+13,961
New +$1.38M 0.2% 52

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Oxford Financial Group's CVX Position: Q2 2026 in Review

Oxford Financial Group reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $33.3K and leaving 6,972 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #99.

Oxford Financial Group first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.48M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oxford Financial Group held 6,972 shares of Chevron worth $1.16M as of Q2 2026.
  • Oxford Financial Group sold 179 Chevron shares in Q2 2026, an estimated $33.3K.
  • Chevron made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #99 holding.
  • Oxford Financial Group first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Chevron position peaked at $1.48M in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.