Caliber Wealth Management (Kansas)’s Chevron CVX Stock Holding History

Caliber Wealth Management (Kansas)’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	$325K	Sell	1,960 -235	-11%	-$43.7K	0.03%	232
2026 Q1	$454K	Buy	2,195 +454	+26%	+$82.8K	0.05%	182
2025 Q4	$265K	Buy	1,741 +28	+2%	+$4.26K	0.03%	228
2025 Q3	$266K	Sell	1,713 -284	-14%	-$44K	0.03%	217
2025 Q2	$286K	Buy	1,997 +146	+8%	+$20.6K	0.03%	232
2025 Q1	$310K	Buy	+1,851	New	+$290K	0.04%	195

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CVX Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $43.7K and leaving 1,960 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #232.

Caliber Wealth Management (Kansas) first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $454K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,960 shares of Chevron worth $325K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 235 Chevron shares in Q2 2026, an estimated $43.7K.
Chevron made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #232 holding.
Caliber Wealth Management (Kansas) first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Chevron position peaked at $454K in Q1 2026.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.