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Keebeck Wealth Management’s Chevron CVX Stock Holding History

Keebeck 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
Q2 		$879K Sell
5,304
-608
-10% -$113K 0.09% 177
2026
Q1 		$1.22M Buy
5,912
+4,129
+232% +$753K 0.14% 142
2025
Q4 		$272K Buy
+1,783
New +$272K 0.03% 317
2025
Q3 		– Sell
-3,806
Closed -$545K – 361
2025
Q2 		$545K Buy
3,806
+376
+11% +$53K 0.07% 189
2025
Q1 		$574K Buy
3,430
+333
+11% +$52.1K 0.08% 160
2024
Q4 		$449K Sell
3,097
-296
-9% -$45.3K 0.06% 172
2024
Q3 		$500K Buy
3,393
+2,058
+154% +$306K 0.07% 170
2024
Q2 		$209K Sell
1,335
-311
-19% -$49.6K 0.03% 248
2024
Q1 		$260K Buy
+1,646
New +$248K 0.04% 250
2021
Q3 		– Sell
-1,950
Closed -$204K – 222
2021
Q2 		$204K Sell
1,950
-9,397
-83% -$992K 0.03% 231
2021
Q1 		$1.19M Buy
11,347
+813
+8% +$79.4K 0.18% 94
2020
Q4 		$890K Buy
10,534
+439
+4% +$35.5K 0.16% 108
2020
Q3 		$726K Buy
10,095
+23
+0.2% +$1.93K 0.15% 103
2020
Q2 		$898K Sell
10,072
-466
-4% -$41.7K 0.28% 72
2020
Q1 		$763K Buy
10,538
+6,222
+144% +$615K 0.32% 62
2019
Q4 		$520K Buy
+4,316
New +$508K 0.16% 97

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keebeck Wealth Management's CVX Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $113K and leaving 5,304 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #177.

Keebeck Wealth Management first reported a position in CVX in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Keebeck Wealth Management held 5,304 shares of Chevron worth $879K as of Q2 2026.
  • Keebeck Wealth Management sold 608 Chevron shares in Q2 2026, an estimated $113K.
  • Chevron made up 0.09% of Keebeck Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Keebeck Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 16 quarters since.
  • Keebeck Wealth Management's Chevron position peaked at $1.22M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.