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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
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

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

KDK Private Wealth Management's CVX Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Chevron (CVX) stake by 23% in Q1 2026, selling an estimated $201K and leaving 3,680 shares worth $761K. The position accounts for 0.7% of the portfolio, ranked #28.

KDK Private Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • KDK Private Wealth Management held 3,680 shares of Chevron worth $761K as of Q1 2026.
  • KDK Private Wealth Management sold 1,105 Chevron shares in Q1 2026, an estimated $201K.
  • Chevron made up 0.7% of KDK Private Wealth Management's portfolio in Q1 2026, its #28 holding.
  • KDK Private Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.