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SilverOak Wealth Management’s Chevron CVX Stock Holding History

SilverOak Wealth Management’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 		$218K Buy
1,316
+12
+0.9% +$2.23K 0.03% 121
2026
Q1 		$270K Buy
+1,304
New +$238K 0.04% 103
2025
Q4 		– Sell
-1,292
Closed -$201K – 121
2025
Q3 		$201K Sell
1,292
-122
-9% -$18.9K 0.03% 111
2025
Q2 		$202K Buy
+1,414
New +$199K 0.04% 113

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

SilverOak Wealth Management's CVX Position: Q2 2026 in Review

SilverOak Wealth Management increased its Chevron (CVX) stake by 0.92% in Q2 2026, buying an estimated $2.23K and bringing the position to 1,316 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #121.

SilverOak Wealth Management first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $270K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SilverOak Wealth Management held 1,316 shares of Chevron worth $218K as of Q2 2026.
  • SilverOak Wealth Management bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #121 holding.
  • SilverOak Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
  • SilverOak Wealth Management's Chevron position peaked at $270K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.