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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Silver Oak Advisory Group's CVX Position: Q2 2026 in Review

Silver Oak Advisory Group held its Chevron (CVX) position steady in Q2 2026 at 1,684 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #65.

Silver Oak Advisory Group first reported a position in CVX in Q4 2021 and has held it in 10 quarters since. The position peaked at $348K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Silver Oak Advisory Group held 1,684 shares of Chevron worth $279K as of Q2 2026.
Silver Oak Advisory Group left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.11% of Silver Oak Advisory Group's portfolio in Q2 2026, its #65 holding.
Silver Oak Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 10 quarters since.
Silver Oak Advisory Group's Chevron position peaked at $348K in Q1 2026.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.