KDK Private Wealth Management’s Chevron CVX Stock Holding History

KDK Private Wealth 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 Q3	$689K	Buy	3,376 +26	+0.8%	+$5.12K	0.55%	31
2026 Q2	$555K	Sell	3,350 -330	-9%	-$61.4K	0.46%	36
2026 Q1	$761K	Sell	3,680 -1,105	-23%	-$201K	0.7%	28
2025 Q4	$729K	Buy	4,785 +1,056	+28%	+$161K	0.64%	30
2025 Q3	$579K	Sell	3,729 -345	-8%	-$53.4K	0.59%	30
2025 Q2	$583K	Buy	4,074 +166	+4%	+$23.4K	0.62%	29
2025 Q1	$654K	Sell	3,908 -380	-9%	-$59.5K	0.74%	27
2024 Q4	$621K	Buy	+4,288	New	+$656K	0.64%	29

Other funds holding CVX

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

KDK Private Wealth Management's CVX Position: Q3 2026 in Review

KDK Private Wealth Management increased its Chevron (CVX) stake by 0.78% in Q3 2026, buying an estimated $5.12K and bringing the position to 3,376 shares worth $689K. The position accounts for 0.55% of the portfolio, ranked #31.

KDK Private Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $761K in Q1 2026. 2,547 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

KDK Private Wealth Management held 3,376 shares of Chevron worth $689K as of Q3 2026.
KDK Private Wealth Management bought 26 Chevron shares in Q3 2026, an estimated $5.12K.
Chevron made up 0.55% of KDK Private Wealth Management's portfolio in Q3 2026, its #31 holding.
KDK Private Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
KDK Private Wealth Management's Chevron position peaked at $761K in Q1 2026.
2,547 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on KDK Private Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.