Keating Financial Advisory Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$448K Buy
2,701
+465
+21% +$86.5K 0.06% 210
2026
Q1
$463K Sell
2,236
-268
-11% -$48.9K 0.07% 182
2025
Q4
$382K Buy
+2,504
New +$381K 0.05% 256

Other funds holding CVX

Keating Financial Advisory Services's CVX Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $86.5K and bringing the position to 2,701 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #210.

Keating Financial Advisory Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Keating Financial Advisory Services held 2,701 shares of Chevron worth $448K as of Q2 2026.
  • Keating Financial Advisory Services bought 465 Chevron shares in Q2 2026, an estimated $86.5K.
  • Chevron made up 0.06% of Keating Financial Advisory Services's portfolio in Q2 2026, its #210 holding.
  • Keating Financial Advisory Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Chevron position peaked at $463K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.