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Kapstone Financial Advisors’s Chevron CVX Stock Holding History

Kapstone Financial Advisors’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 		$1.84M Buy
8,880
+5,238
+144% +$955K 0.9% 24
2025
Q4 		$555K Sell
3,642
-20
-0.5% -$3.05K 0.28% 57
2025
Q3 		$569K Buy
3,662
+77
+2% +$11.9K 0.27% 51
2025
Q2 		$513K Sell
3,585
-150
-4% -$21.1K 0.26% 59
2025
Q1 		$625K Sell
3,735
-46
-1% -$7.2K 0.35% 46
2024
Q4 		$589K Sell
3,781
-255
-6% -$39K 0.31% 53
2024
Q3 		$587K Sell
4,036
-219
-5% -$32.6K 0.36% 53
2024
Q2 		$666K Sell
4,255
-42
-1% -$6.7K 0.44% 40
2024
Q1 		$678K Buy
4,297
+81
+2% +$12.2K 0.46% 40
2023
Q4 		$626K Buy
4,216
+211
+5% +$31.9K 0.49% 38
2023
Q3 		$675K Buy
4,005
+185
+5% +$29.9K 0.61% 32
2023
Q2 		$620K Buy
3,820
+46
+1% +$7.38K 0.51% 39
2023
Q1 		$649K Hold
3,774
– – 0.59% 35
2022
Q4 		$638K Buy
+3,774
New +$659K 0.58% 38

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

Kapstone Financial Advisors's CVX Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Chevron (CVX) stake by 144% in Q1 2026, buying an estimated $955K and bringing the position to 8,880 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #24.

Kapstone Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kapstone Financial Advisors held 8,880 shares of Chevron worth $1.84M as of Q1 2026.
  • Kapstone Financial Advisors bought 5,238 Chevron shares in Q1 2026, an estimated $955K.
  • Chevron made up 0.9% of Kapstone Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Kapstone Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.