Silver Oak Advisory Group’s Chevron CVX Stock Holding History

Silver Oak Advisory 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 Q3	$344K	Hold	1,684	–	–	0.13%	60
2026 Q2	$279K	Hold	1,684	–	–	0.11%	65
2026 Q1	$348K	Hold	1,684	–	–	0.15%	54
2025 Q4	$256K	Hold	1,684	–	–	0.12%	62
2025 Q3	$261K	Hold	1,684	–	–	0.12%	65
2025 Q2	$241K	Buy	1,684 +72	+4%	+$10.2K	0.12%	64
2025 Q1	$269K	Buy	+1,612	New	+$252K	0.14%	52
2024 Q2	–	Sell	-1,272	Closed	-$201K	–	65
2024 Q1	$201K	Buy	+1,272	New	+$192K	0.11%	64
2023 Q4	–	Sell	-1,272	Closed	-$214K	–	62
2023 Q3	$214K	Buy	+1,272	New	+$205K	0.14%	58
2022 Q2	–	Sell	-1,233	Closed	-$201K	–	56
2022 Q1	$201K	Sell	1,233 -1,145	-48%	-$164K	0.13%	56
2021 Q4	$279K	Buy	+2,378	New	+$270K	0.18%	46

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Silver Oak Advisory Group's CVX Position: Q3 2026 in Review

Silver Oak Advisory Group held its Chevron (CVX) position steady in Q3 2026 at 1,684 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #60.

Silver Oak Advisory Group first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. The position peaked at $348K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Silver Oak Advisory Group held 1,684 shares of Chevron worth $344K as of Q3 2026.
Silver Oak Advisory Group left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.13% of Silver Oak Advisory Group's portfolio in Q3 2026, its #60 holding.
Silver Oak Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
Silver Oak Advisory Group's Chevron position peaked at $348K in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.