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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
Q2 		$2.74M Buy
16,505
+29
+0.2% +$5.4K 0.17% 137
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Silver Oak Securities's CVX Position: Q2 2026 in Review

Silver Oak Securities increased its Chevron (CVX) stake by 0.18% in Q2 2026, buying an estimated $5.4K and bringing the position to 16,505 shares worth $2.74M. The position accounts for 0.17% of the portfolio, ranked #137.

Silver Oak Securities first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.41M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Silver Oak Securities held 16,505 shares of Chevron worth $2.74M as of Q2 2026.
  • Silver Oak Securities bought 29 Chevron shares in Q2 2026, an estimated $5.4K.
  • Chevron made up 0.17% of Silver Oak Securities's portfolio in Q2 2026, its #137 holding.
  • Silver Oak Securities first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Chevron position peaked at $3.41M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.