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 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

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

Silver Oak Advisory Group's CVX Position: Q1 2026 in Review

Silver Oak Advisory Group held its Chevron (CVX) position steady in Q1 2026 at 1,684 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #54.

Silver Oak Advisory Group first reported a position in CVX in Q4 2021 and has held it in 9 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Silver Oak Advisory Group held 1,684 shares of Chevron worth $348K as of Q1 2026.
Silver Oak Advisory Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.15% of Silver Oak Advisory Group's portfolio in Q1 2026, its #54 holding.
Silver Oak Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 9 quarters since.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.