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 Q2	$678K	Sell	4,092 -4,788	-54%	-$891K	0.28%	62
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kapstone Financial Advisors's CVX Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Chevron (CVX) stake by 54% in Q2 2026, selling an estimated $891K and leaving 4,092 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #62.

Kapstone Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kapstone Financial Advisors held 4,092 shares of Chevron worth $678K as of Q2 2026.
Kapstone Financial Advisors sold 4,788 Chevron shares in Q2 2026, an estimated $891K.
Chevron made up 0.28% of Kapstone Financial Advisors's portfolio in Q2 2026, its #62 holding.
Kapstone Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Chevron position peaked at $1.84M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.