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Kathmere Capital Management’s Chevron CVX Stock Holding History

Kathmere Capital Management’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 		$1.68M Buy
10,118
+1,192
+13% +$222K 0.09% 162
2026
Q1 		$1.85M Buy
8,926
+2,997
+51% +$546K 0.11% 134
2025
Q4 		$904K Buy
5,929
+459
+8% +$69.9K 0.06% 209
2025
Q3 		$849K Buy
5,470
+1,262
+30% +$195K 0.06% 201
2025
Q2 		$602K Sell
4,208
-1,243
-23% -$175K 0.05% 244
2025
Q1 		$912K Buy
5,451
+2,692
+98% +$421K 0.08% 157
2024
Q4 		$400K Buy
2,759
+547
+25% +$83.7K 0.04% 272
2024
Q3 		$326K Sell
2,212
-547
-20% -$81.4K 0.03% 279
2024
Q2 		$432K Buy
2,759
+167
+6% +$26.6K 0.05% 197
2024
Q1 		$409K Sell
2,592
-50
-2% -$7.54K 0.05% 189
2023
Q4 		$394K Buy
2,642
+168
+7% +$25.4K 0.05% 165
2023
Q3 		$417K Sell
2,474
-1,192
-33% -$193K 0.06% 145
2023
Q2 		$577K Buy
3,666
+2,110
+136% +$338K 0.09% 105
2023
Q1 		$254K Buy
1,556
+20
+1% +$3.35K 0.04% 172
2022
Q4 		$276K Buy
+1,536
New +$268K 0.05% 153
2021
Q1 		– Sell
-540
Closed -$46K – 196
2020
Q4 		$46K Buy
540
+75
+16% +$6.07K 0.01% 241
2020
Q3 		$33K Buy
+465
New +$39.1K 0.01% 241

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kathmere Capital Management's CVX Position: Q2 2026 in Review

Kathmere Capital Management increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $222K and bringing the position to 10,118 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #162.

Kathmere Capital Management first reported a position in CVX in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.85M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kathmere Capital Management held 10,118 shares of Chevron worth $1.68M as of Q2 2026.
  • Kathmere Capital Management bought 1,192 Chevron shares in Q2 2026, an estimated $222K.
  • Chevron made up 0.09% of Kathmere Capital Management's portfolio in Q2 2026, its #162 holding.
  • Kathmere Capital Management first reported a position in Chevron in Q3 2020 and has held it in 17 quarters since.
  • Kathmere Capital Management's Chevron position peaked at $1.85M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.