OFG
CVX icon

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
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

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

Oxford Financial Group's CVX Position: Q1 2026 in Review

Oxford Financial Group increased its Chevron (CVX) stake by 53% in Q1 2026, buying an estimated $451K and bringing the position to 7,151 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #71.

Oxford Financial Group first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Oxford Financial Group held 7,151 shares of Chevron worth $1.48M as of Q1 2026.
  • Oxford Financial Group bought 2,474 Chevron shares in Q1 2026, an estimated $451K.
  • Chevron made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #71 holding.
  • Oxford Financial Group first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.