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Silver Oak Securities’s Chevron CVX Stock Holding History

Silver Oak Securities’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 		$3.41M Sell
16,476
-833
-5% -$152K 0.25% 87
2025
Q4 		$2.64M Sell
17,309
-628
-4% -$95.6K 0.18% 127
2025
Q3 		$2.79M Buy
17,937
+9,877
+123% +$1.53M 0.21% 110
2025
Q2 		$1.15M Sell
8,060
-26
-0.3% -$3.67K 0.09% 227
2025
Q1 		$1.34M Buy
8,086
+416
+5% +$65.1K 0.12% 185
2024
Q4 		$1.1M Sell
7,670
-173
-2% -$26.5K 0.1% 211
2024
Q3 		$1.14M Buy
7,843
+523
+7% +$77.8K 0.12% 183
2024
Q2 		$1.14M Sell
7,320
-16
-0.2% -$2.55K 0.17% 125
2024
Q1 		$1.16M Sell
7,336
-1,293
-15% -$195K 0.18% 125
2023
Q4 		$1.29M Buy
8,629
+4,043
+88% +$611K 0.17% 139
2023
Q3 		$773K Sell
4,586
-2,383
-34% -$385K 0.17% 115
2023
Q2 		$1.1M Buy
6,969
+294
+4% +$47.1K 0.18% 113
2023
Q1 		$1.09M Sell
6,675
-466
-7% -$78.1K 0.18% 105
2022
Q4 		$1.28M Buy
7,141
+2,555
+56% +$446K 0.24% 78
2022
Q3 		$773K Sell
4,586
-1,495
-25% -$228K 0.17% 115
2022
Q2 		$881K Buy
6,081
+480
+9% +$79.3K 0.2% 88
2022
Q1 		$947K Buy
+5,601
New +$803K 0.19% 113

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

Silver Oak Securities's CVX Position: Q1 2026 in Review

Silver Oak Securities reduced its Chevron (CVX) stake by 4.8% in Q1 2026, selling an estimated $152K and leaving 16,476 shares worth $3.41M. The position accounts for 0.25% of the portfolio, ranked #87.

Silver Oak Securities first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Silver Oak Securities held 16,476 shares of Chevron worth $3.41M as of Q1 2026.
  • Silver Oak Securities sold 833 Chevron shares in Q1 2026, an estimated $152K.
  • Chevron made up 0.25% of Silver Oak Securities's portfolio in Q1 2026, its #87 holding.
  • Silver Oak Securities first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.