KFS
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Kaizen Financial Strategies’s Chevron CVX Stock Holding History

Kaizen Financial Strategies’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 		$223K Buy
1,345
+179
+15% +$33.3K 0.07% 163
2026
Q1 		$219K Buy
+1,166
New +$213K 0.09% 154
2025
Q3 		– Sell
-1,610
Closed -$231K – 157
2025
Q2 		$231K Sell
1,610
-855
-35% -$121K 0.12% 133
2025
Q1 		$412K Buy
2,465
+179
+8% +$28K 0.24% 81
2024
Q4 		$331K Sell
2,286
-177
-7% -$27.1K 0.19% 92
2024
Q3 		$363K Buy
+2,463
New +$367K 0.21% 80

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kaizen Financial Strategies's CVX Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,345 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #163.

Kaizen Financial Strategies first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. The position peaked at $412K in Q1 2025. 1,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kaizen Financial Strategies held 1,345 shares of Chevron worth $223K as of Q2 2026.
  • Kaizen Financial Strategies bought 179 Chevron shares in Q2 2026, an estimated $33.3K.
  • Chevron made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #163 holding.
  • Kaizen Financial Strategies first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
  • Kaizen Financial Strategies's Chevron position peaked at $412K in Q1 2025.
  • 1,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.