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Keating Financial Advisory Services’s Chevron CVX Stock Holding History

Keating Financial Advisory Services’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 		$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

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 $336B AUM 34.66% 1-Year Est. Return

Keating Financial Advisory Services's CVX Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $48.9K and leaving 2,236 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #182.

Keating Financial Advisory Services first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Keating Financial Advisory Services held 2,236 shares of Chevron worth $463K as of Q1 2026.
  • Keating Financial Advisory Services sold 268 Chevron shares in Q1 2026, an estimated $48.9K.
  • Chevron made up 0.07% of Keating Financial Advisory Services's portfolio in Q1 2026, its #182 holding.
  • Keating Financial Advisory Services first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.