KFP
CVX icon

KB Financial Partners’s Chevron CVX Stock Holding History

KB Financial Partners’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
2023
Q3 		$5K Hold
27
– – ﹤0.01% 424
2023
Q2 		$4K Sell
27
-46
-63% -$7.38K ﹤0.01% 451
2023
Q1 		$12K Sell
73
-9
-11% -$1.51K ﹤0.01% 375
2022
Q4 		$15K Buy
82
+33
+67% +$5.76K 0.01% 364
2022
Q3 		$7K Buy
49
+22
+81% +$3.35K ﹤0.01% 389
2022
Q2 		$4K Hold
27
– – ﹤0.01% 429
2022
Q1 		$4K Sell
27
-21
-44% -$3.01K ﹤0.01% 478
2021
Q4 		$6K Buy
+48
New +$5.45K ﹤0.01% 484
2021
Q3 		– Sell
-27
Closed -$3K – 259
2021
Q2 		$3K Hold
27
– – ﹤0.01% 513
2021
Q1 		$3K Buy
+27
New +$2.64K ﹤0.01% 525

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KB Financial Partners's CVX Position: Q3 2023 in Review

KB Financial Partners held its Chevron (CVX) position steady in Q3 2023 at 27 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

KB Financial Partners first reported a position in CVX in Q1 2021 and has held it in 10 quarters since. The position peaked at $15K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • KB Financial Partners held 27 shares of Chevron worth $5K as of Q3 2023.
  • KB Financial Partners left its Chevron share count unchanged in Q3 2023.
  • Chevron made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #424 holding.
  • KB Financial Partners first reported a position in Chevron in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Chevron position peaked at $15K in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.