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SkyOak Wealth’s Chevron CVX Stock Holding History

SkyOak Wealth’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 		$2.97M Sell
14,358
-776
-5% -$142K 0.54% 46
2025
Q4 		$2.31M Buy
15,134
+2,497
+20% +$380K 0.41% 58
2025
Q3 		$1.96M Buy
12,637
+6,235
+97% +$966K 0.37% 61
2025
Q2 		$917K Buy
6,402
+831
+15% +$117K 0.18% 86
2025
Q1 		$932K Buy
5,571
+93
+2% +$14.6K 0.2% 78
2024
Q4 		$793K Buy
5,478
+259
+5% +$39.6K 0.17% 85
2024
Q3 		$769K Sell
5,219
-289
-5% -$43K 0.17% 86
2024
Q2 		$862K Buy
5,508
+243
+5% +$38.7K 0.2% 78
2024
Q1 		$831K Sell
5,265
-1,930
-27% -$291K 0.2% 87
2023
Q4 		$1.07M Hold
7,195
– – 0.28% 70
2023
Q3 		$1.21M Buy
7,195
+415
+6% +$67K 0.35% 63
2023
Q2 		$1.07M Buy
6,780
+63
+0.9% +$10.1K 0.3% 70
2023
Q1 		$1.1M Sell
6,717
-1,485
-18% -$249K 0.33% 69
2022
Q4 		$1.47M Sell
8,202
-25
-0.3% -$4.36K 0.49% 52
2022
Q3 		$1.18M Sell
8,227
-40
-0.5% -$6.1K 0.42% 61
2022
Q2 		$1.2M Buy
8,267
+8
+0.1% +$1.32K 0.41% 64
2022
Q1 		$1.34M Sell
8,259
-868
-10% -$124K 0.37% 72
2021
Q4 		$1.07M Buy
9,127
+3,386
+59% +$385K 0.27% 83
2021
Q3 		$582K Sell
5,741
-8
-0.1% -$798 0.16% 119
2021
Q2 		$602K Sell
5,749
-11
-0.2% -$1.16K 0.16% 117
2021
Q1 		$606K Sell
5,760
-379
-6% -$37K 0.17% 117
2020
Q4 		$518K Sell
6,139
-1,620
-21% -$131K 0.16% 127
2020
Q3 		$559K Buy
7,759
+839
+12% +$70.6K 0.2% 115
2020
Q2 		$617K Sell
6,920
-15
-0.2% -$1.34K 0.23% 102
2020
Q1 		$503K Buy
6,935
+738
+12% +$72.9K 0.26% 91
2019
Q4 		$747K Buy
+6,197
New +$730K 0.23% 98

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

SkyOak Wealth's CVX Position: Q1 2026 in Review

SkyOak Wealth reduced its Chevron (CVX) stake by 5.1% in Q1 2026, selling an estimated $142K and leaving 14,358 shares worth $2.97M. The position accounts for 0.54% of the portfolio, ranked #46.

SkyOak Wealth first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • SkyOak Wealth held 14,358 shares of Chevron worth $2.97M as of Q1 2026.
  • SkyOak Wealth sold 776 Chevron shares in Q1 2026, an estimated $142K.
  • Chevron made up 0.54% of SkyOak Wealth's portfolio in Q1 2026, its #46 holding.
  • SkyOak Wealth first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.